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
$464M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$713K
3
+$519K
4
AFSI.PRE
AmTrust Financial Services, Inc.
AFSI.PRE
+$417K
5
NEE icon
NextEra Energy
NEE
+$363K

Top Sells

1
+$1.53M
2
+$466K
3
+$389K
4
ATRI
Atrion Corp
ATRI
+$319K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Healthcare 22.51%
2 Technology 22.12%
3 Financials 11.71%
4 Consumer Discretionary 8.94%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.61M 0.56%
20,791
+372
52
$2.57M 0.55%
43,050
-2,530
53
$2.52M 0.54%
7,099
-262
54
$2.42M 0.52%
24,069
+317
55
$2.13M 0.46%
29,656
-101
56
$2.13M 0.46%
72,984
-1,140
57
$2.04M 0.44%
42,170
+5,165
58
$1.98M 0.43%
57,582
-5,840
59
$1.93M 0.42%
61,651
+5,430
60
$1.92M 0.41%
140,000
61
$1.9M 0.41%
51,700
+3,301
62
$1.89M 0.41%
32,857
-47
63
$1.87M 0.4%
5,530
-397
64
$1.83M 0.39%
84,829
-2,289
65
$1.79M 0.39%
10,830
-826
66
$1.7M 0.37%
29,580
-1,197
67
$1.67M 0.36%
15,303
-1,845
68
$1.59M 0.34%
26,303
-890
69
$1.56M 0.34%
41,091
-4,679
70
$1.52M 0.33%
6,908
-18
71
$1.47M 0.32%
21,112
+5,224
72
$1.43M 0.31%
79,017
+959
73
$1.4M 0.3%
15,201
+77
74
$1.35M 0.29%
41,161
-1,469
75
$1.33M 0.29%
11,424
-293
1 2
3
4 5