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
$234M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$430K
3
+$347K
4
DVA icon
DaVita
DVA
+$253K
5
JNJ icon
Johnson & Johnson
JNJ
+$216K

Top Sells

1
+$3.11M
2
+$685K
3
+$426K
4
IP icon
International Paper
IP
+$329K
5
VOD icon
Vodafone
VOD
+$225K

Sector Composition

1 Healthcare 19.65%
2 Technology 16.18%
3 Financials 16.05%
4 Energy 13.14%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$507K 0.22%
1,611
+32
77
$498K 0.21%
13,483
+208
78
$462K 0.2%
6,488
-158
79
$451K 0.19%
13,910
+650
80
$442K 0.19%
36,817
+475
81
$440K 0.19%
9,005
+380
82
$421K 0.18%
50,691
-1,251
83
$417K 0.18%
17,283
-193
84
$410K 0.18%
31,417
85
$407K 0.17%
11,900
86
$406K 0.17%
6,899
+187
87
$405K 0.17%
5,064
+101
88
$401K 0.17%
7,586
+200
89
$378K 0.16%
7,225
+450
90
$373K 0.16%
8,478
+620
91
$370K 0.16%
4,997
92
$367K 0.16%
4,154
93
$362K 0.15%
2,981
-300
94
$348K 0.15%
8,115
+275
95
$347K 0.15%
+3,978
96
$324K 0.14%
263
-2
97
$320K 0.14%
6,005
-191
98
$318K 0.14%
3,260
99
$318K 0.14%
11,625
+408
100
$312K 0.13%
6,865
+59
1 2 3
4
5