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
$432M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$2.78M
3
+$1.04M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.03M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$933K

Top Sells

1
+$1.57M
2
+$1.14M
3
+$704K
4
VLO icon
Valero Energy
VLO
+$594K
5
XOM icon
Exxon Mobil
XOM
+$563K

Sector Composition

1 Healthcare 23.79%
2 Financials 16.43%
3 Technology 15.63%
4 Communication Services 8.18%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.67%
45,809
-4,789
52
$2.84M 0.66%
49,792
-1,040
53
$2.78M 0.64%
+7,835
54
$2.43M 0.56%
18,011
-891
55
$2.35M 0.55%
17,141
-1,060
56
$2.08M 0.48%
82,243
-8,454
57
$2.03M 0.47%
11,686
-620
58
$1.89M 0.44%
52,508
+3,964
59
$1.88M 0.43%
42,518
-2,661
60
$1.88M 0.43%
26,525
-1,450
61
$1.83M 0.42%
19,015
+865
62
$1.82M 0.42%
11,115
+247
63
$1.8M 0.42%
21,451
-50
64
$1.76M 0.41%
9,398
-105
65
$1.71M 0.4%
51,487
-3,125
66
$1.71M 0.4%
39,011
+926
67
$1.68M 0.39%
100,108
+3,741
68
$1.61M 0.37%
12,211
-26
69
$1.59M 0.37%
32,373
-1,032
70
$1.57M 0.36%
23,539
-1,549
71
$1.57M 0.36%
29,064
+2,470
72
$1.48M 0.34%
10,078
-869
73
$1.48M 0.34%
4,079
+55
74
$1.37M 0.32%
16,630
+371
75
$1.27M 0.3%
23,371
-1,290
1 2
3
4 5