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
$209M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$7.97M
3
+$6.92M
4
MDT icon
Medtronic
MDT
+$6.65M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.38M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.59%
2 Technology 14.61%
3 Financials 14.14%
4 Energy 12.75%
5 Consumer Staples 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$451K 0.22%
+53,400
77
$432K 0.21%
+9,660
78
$423K 0.2%
+1,648
79
$413K 0.2%
+10,536
80
$412K 0.2%
+5,950
81
$407K 0.19%
+11,990
82
$406K 0.19%
+9,000
83
$396K 0.19%
+5,452
84
$395K 0.19%
+36,342
85
$391K 0.19%
+9,740
86
$385K 0.18%
+8,909
87
$379K 0.18%
+7,712
88
$373K 0.18%
+9,364
89
$360K 0.17%
+5,335
90
$347K 0.17%
+8,479
91
$346K 0.17%
+4,195
92
$333K 0.16%
+2,981
93
$333K 0.16%
+5,719
94
$328K 0.16%
+6,375
95
$316K 0.15%
+13,360
96
$316K 0.15%
+5,513
97
$316K 0.15%
+4,780
98
$310K 0.15%
+9,082
99
$310K 0.15%
+2,602
100
$310K 0.15%
+31,417
1 2 3
4
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