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
$583M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$827K
3
+$596K
4
PFE icon
Pfizer
PFE
+$516K
5
PEG icon
Public Service Enterprise Group
PEG
+$444K

Top Sells

1
+$1.66M
2
+$819K
3
+$787K
4
JNJ icon
Johnson & Johnson
JNJ
+$577K
5
HD icon
Home Depot
HD
+$448K

Sector Composition

1 Healthcare 21.38%
2 Technology 20.36%
3 Financials 13.95%
4 Communication Services 8.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.17M 0.54%
59,421
-2,320
52
$3M 0.51%
34,456
-940
53
$3M 0.51%
140,000
54
$2.9M 0.5%
11,000
55
$2.89M 0.5%
56,247
+1,794
56
$2.81M 0.48%
37,418
-3,598
57
$2.6M 0.45%
5,787
-205
58
$2.58M 0.44%
15,420
+4,938
59
$2.53M 0.43%
18,071
-3,043
60
$2.41M 0.41%
35,509
-1,770
61
$2.37M 0.41%
23,312
-1,568
62
$2.35M 0.4%
64,600
+2,150
63
$2.13M 0.37%
4,434
-168
64
$1.93M 0.33%
84,653
-961
65
$1.93M 0.33%
33,204
+25
66
$1.89M 0.32%
47,462
+50
67
$1.89M 0.32%
14,650
-558
68
$1.87M 0.32%
165,586
+7,800
69
$1.76M 0.3%
7,995
-631
70
$1.67M 0.29%
17,727
-263
71
$1.65M 0.28%
973
+9
72
$1.62M 0.28%
79,629
-200
73
$1.59M 0.27%
8,143
+3,045
74
$1.57M 0.27%
11,827
+115
75
$1.56M 0.27%
18,426
-755
1 2
3
4 5