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
$244M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$659K
2
+$412K
3
+$341K
4
EPD icon
Enterprise Products Partners
EPD
+$292K
5
MET icon
MetLife
MET
+$275K

Top Sells

1
+$391K
2
+$286K
3
+$269K
4
NBR icon
Nabors Industries
NBR
+$251K
5
IBM icon
IBM
IBM
+$249K

Sector Composition

1 Healthcare 19.76%
2 Technology 17.57%
3 Financials 16.66%
4 Energy 11.31%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$586K 0.24%
1,638
-21
77
$568K 0.23%
15,636
+1,265
78
$558K 0.23%
17,631
+297
79
$546K 0.22%
10,663
+1,788
80
$539K 0.22%
18,578
-712
81
$530K 0.22%
7,680
+1,018
82
$528K 0.22%
7,638
+80
83
$509K 0.21%
8,754
-475
84
$477K 0.2%
10,615
+1,600
85
$464K 0.19%
9,660
+1,280
86
$435K 0.18%
6,530
-400
87
$410K 0.17%
4,938
-28
88
$408K 0.17%
2,120
+220
89
$407K 0.17%
13,471
+865
90
$397K 0.16%
8,015
+3,075
91
$396K 0.16%
30,006
92
$383K 0.16%
4,023
+105
93
$367K 0.15%
6,386
+50
94
$349K 0.14%
2,922
+64
95
$339K 0.14%
8,420
-2,445
96
$337K 0.14%
8,175
97
$300K 0.12%
8,526
-24
98
$298K 0.12%
5,952
99
$292K 0.12%
2,525
-369
100
$292K 0.12%
+8,079
1 2 3
4
5