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
$308M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$823K
3
+$497K
4
DIS icon
Walt Disney
DIS
+$423K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$410K

Top Sells

1
+$5.93M
2
+$4.84M
3
+$3.51M
4
NVEC icon
NVE Corp
NVEC
+$1.4M
5
CB
CHUBB CORPORATION
CB
+$1.24M

Sector Composition

1 Healthcare 27.79%
2 Financials 19.59%
3 Technology 13.31%
4 Industrials 8.88%
5 Consumer Staples 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$993K 0.32%
9,920
+1,795
77
$982K 0.32%
57,878
78
$970K 0.32%
23,770
-1,982
79
$945K 0.31%
121,929
-10,620
80
$921K 0.3%
24,205
+100
81
$898K 0.29%
4,055
+1,565
82
$832K 0.27%
12,975
+710
83
$817K 0.27%
30,651
-21,220
84
$810K 0.26%
8,635
+3,685
85
$732K 0.24%
7,760
+1,875
86
$717K 0.23%
24,224
-392
87
$693K 0.23%
10,949
-2,800
88
$683K 0.22%
17,449
-17,551
89
$682K 0.22%
11,225
+965
90
$682K 0.22%
9,000
-600
91
$671K 0.22%
16,049
-375
92
$637K 0.21%
15,700
+425
93
$619K 0.2%
12,105
-535
94
$603K 0.2%
4,800
-160
95
$592K 0.19%
5,200
-1,815
96
$588K 0.19%
14,395
-325
97
$580K 0.19%
11,203
98
$560K 0.18%
5,463
-500
99
$539K 0.18%
21,540
+6,025
100
$528K 0.17%
3,925
-50
2 3
4
5 6