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
$229M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$476K
3
+$373K
4
YUM icon
Yum! Brands
YUM
+$297K
5
XEC
CIMAREX ENERGY CO
XEC
+$230K

Top Sells

1
+$1.25M
2
+$484K
3
+$397K
4
COP icon
ConocoPhillips
COP
+$389K
5
CVS icon
CVS Health
CVS
+$356K

Sector Composition

1 Healthcare 19.21%
2 Technology 16.57%
3 Financials 15.06%
4 Energy 14.72%
5 Consumer Staples 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$497K 0.22%
18,518
-3,974
77
$491K 0.21%
6,623
+135
78
$483K 0.21%
5,237
-428
79
$476K 0.21%
+8,175
80
$438K 0.19%
5,114
+50
81
$437K 0.19%
5,385
-1,813
82
$430K 0.19%
8,970
-35
83
$419K 0.18%
31,417
84
$414K 0.18%
10,910
-990
85
$386K 0.17%
8,514
+36
86
$385K 0.17%
10,370
-3,540
87
$380K 0.17%
3,222
-38
88
$373K 0.16%
+4,200
89
$372K 0.16%
5,976
-923
90
$368K 0.16%
4,154
91
$368K 0.16%
30,006
-6,811
92
$355K 0.15%
8,190
+75
93
$332K 0.14%
6,336
-1,250
94
$327K 0.14%
223
-40
95
$316K 0.14%
2,532
+24
96
$313K 0.14%
13,557
-3,726
97
$300K 0.13%
6,670
+475
98
$299K 0.13%
3,640
-1,357
99
$298K 0.13%
11,049
-576
100
$297K 0.13%
+5,080
1 2 3
4
5