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
$296M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.7M
3
+$9.26M
4
KO icon
Coca-Cola
KO
+$1.96M
5
NVEC icon
NVE Corp
NVEC
+$1.72M

Top Sells

1
+$2.05M
2
+$898K
3
+$540K
4
ORCL icon
Oracle
ORCL
+$416K
5
ADT
ADT Corp
ADT
+$258K

Sector Composition

1 Healthcare 26.92%
2 Financials 18.44%
3 Technology 14.78%
4 Consumer Staples 9.35%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$778K 0.26%
15,510
+5,850
77
$760K 0.26%
11,940
+3,925
78
$756K 0.26%
24,109
+2,121
79
$723K 0.24%
27,800
-116
80
$691K 0.23%
+2,000
81
$669K 0.23%
6,888
-350
82
$669K 0.23%
20,620
+2,989
83
$666K 0.23%
8,673
+1,528
84
$662K 0.22%
15,150
+4,535
85
$599K 0.2%
1,638
86
$595K 0.2%
13,201
-3,295
87
$595K 0.2%
16,452
+816
88
$578K 0.2%
11,638
+975
89
$556K 0.19%
8,013
+375
90
$544K 0.18%
12,278
+50
91
$528K 0.18%
8,043
-711
92
$496K 0.17%
17,578
-1,000
93
$476K 0.16%
2,345
+225
94
$474K 0.16%
15,571
+2,100
95
$438K 0.15%
7,036
+650
96
$394K 0.13%
30,006
97
$375K 0.13%
3,980
+1,415
98
$362K 0.12%
6,530
99
$359K 0.12%
3,350
+825
100
$358K 0.12%
3,603
-420
2 3
4
5 6