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
$227M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$319K
3
+$243K
4
CVS icon
CVS Health
CVS
+$236K
5
RIG icon
Transocean
RIG
+$207K

Top Sells

1
+$1.28M
2
+$453K
3
+$321K
4
GLD icon
SPDR Gold Trust
GLD
+$226K
5
T icon
AT&T
T
+$214K

Sector Composition

1 Healthcare 19.58%
2 Financials 16.19%
3 Technology 15.28%
4 Energy 13.68%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$500K 0.22%
1,579
77
$487K 0.21%
7,464
+750
78
$473K 0.21%
13,275
+757
79
$469K 0.21%
11,802
+672
80
$459K 0.2%
6,646
-75
81
$458K 0.2%
17,476
82
$427K 0.19%
8,625
+116
83
$426K 0.19%
8,726
-183
84
$424K 0.19%
51,942
-3,096
85
$409K 0.18%
36,342
86
$403K 0.18%
4,997
+200
87
$395K 0.17%
11,900
-90
88
$394K 0.17%
13,260
-100
89
$382K 0.17%
3,281
90
$379K 0.17%
4,963
+25
91
$372K 0.16%
9,190
-143
92
$365K 0.16%
31,417
93
$363K 0.16%
6,775
-50
94
$362K 0.16%
4,154
+105
95
$342K 0.15%
6,712
+542
96
$331K 0.15%
6,806
-102
97
$329K 0.14%
+7,175
98
$323K 0.14%
6,196
-174
99
$323K 0.14%
7,858
+1,025
100
$317K 0.14%
7,840
-575
1 2 3
4
5