HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $961M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$397M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$658K
3
+$484K
4
UNH icon
UnitedHealth
UNH
+$461K
5
FDX icon
FedEx
FDX
+$436K

Top Sells

1
+$1.31M
2
+$786K
3
+$618K
4
BA icon
Boeing
BA
+$437K
5
STL
Sterling Bancorp
STL
+$417K

Sector Composition

1 Healthcare 22.95%
2 Financials 20.08%
3 Technology 14.78%
4 Industrials 10.01%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.64%
28,658
+999
52
$2.47M 0.62%
88,537
-3,664
53
$2.43M 0.61%
17,560
+981
54
$2.1M 0.53%
40,386
-1,640
55
$2.09M 0.53%
66,387
-943
56
$2.08M 0.52%
26,796
+1,435
57
$2.06M 0.52%
111,090
+17,370
58
$2M 0.5%
11,721
+693
59
$1.95M 0.49%
31,318
-1,975
60
$1.9M 0.48%
35,144
+3,335
61
$1.9M 0.48%
63,903
-4,440
62
$1.87M 0.47%
27,361
-654
63
$1.83M 0.46%
31,670
-10,675
64
$1.83M 0.46%
5,247
-28
65
$1.71M 0.43%
28,455
-975
66
$1.68M 0.42%
26,624
-1,822
67
$1.68M 0.42%
17,546
-47
68
$1.66M 0.42%
11,310
-55
69
$1.64M 0.41%
25,428
-4,970
70
$1.56M 0.39%
14,786
+282
71
$1.51M 0.38%
16,798
+659
72
$1.51M 0.38%
32,129
-1,000
73
$1.5M 0.38%
4,430
-72
74
$1.48M 0.37%
15,787
+140
75
$1.45M 0.36%
24,138
+75
1 2
3
4 5