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
$206M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$489K
3
+$390K
4
JPM icon
JPMorgan Chase
JPM
+$331K
5
EGN
Energen
EGN
+$321K

Top Sells

1
+$6.65M
2
+$6.38M
3
+$564K
4
MO icon
Altria Group
MO
+$541K
5
JNJ icon
Johnson & Johnson
JNJ
+$451K

Sector Composition

1 Healthcare 18.78%
2 Technology 15.83%
3 Financials 15.72%
4 Energy 13.82%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$449K 0.22%
6,721
+1,386
77
$430K 0.21%
8,909
78
$429K 0.21%
12,518
-2,648
79
$428K 0.21%
55,038
-26,138
80
$427K 0.21%
1,579
-69
81
$426K 0.21%
5,530
+750
82
$413K 0.2%
17,476
-450
83
$405K 0.2%
8,509
+30
84
$400K 0.19%
11,990
85
$398K 0.19%
6,714
+1,201
86
$398K 0.19%
36,342
87
$383K 0.19%
11,130
+2,048
88
$383K 0.19%
4,797
-825
89
$379K 0.18%
9,333
-31
90
$367K 0.18%
3,281
+300
91
$347K 0.17%
13,360
92
$346K 0.17%
6,825
+450
93
$339K 0.16%
8,986
-1,550
94
$334K 0.16%
31,417
95
$321K 0.16%
4,049
+498
96
$321K 0.16%
+4,200
97
$318K 0.15%
4,938
+81
98
$311K 0.15%
6,170
-1,542
99
$308K 0.15%
8,415
+1,775
100
$295K 0.14%
3,335
-392
1 2 3
4
5