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
$312M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.63M
3
+$551K
4
AVGO icon
Broadcom
AVGO
+$502K
5
SE
Spectra Energy Corp Wi
SE
+$367K

Top Sells

1
+$2.51M
2
+$1.78M
3
+$1.18M
4
STJ
St Jude Medical
STJ
+$799K
5
GE icon
GE Aerospace
GE
+$623K

Sector Composition

1 Healthcare 27.7%
2 Financials 19.08%
3 Technology 12.59%
4 Industrials 8.94%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.33%
4,166
+111
77
$1.02M 0.33%
23,700
-875
78
$946K 0.3%
122,009
+80
79
$921K 0.3%
24,387
+182
80
$918K 0.29%
13,416
+2,191
81
$916K 0.29%
11,750
-10,250
82
$817K 0.26%
5,385
-740
83
$774K 0.25%
23,728
-496
84
$767K 0.25%
8,424
+664
85
$699K 0.22%
8,825
-175
86
$697K 0.22%
10,751
-198
87
$685K 0.22%
13,425
+450
88
$683K 0.22%
25,150
-5,501
89
$649K 0.21%
13,605
-790
90
$649K 0.21%
5,150
-50
91
$619K 0.2%
15,749
-300
92
$617K 0.2%
15,300
-400
93
$595K 0.19%
68,490
+13,860
94
$590K 0.19%
4,905
+105
95
$589K 0.19%
22,690
+1,150
96
$580K 0.19%
16,339
-1,110
97
$569K 0.18%
5,463
98
$537K 0.17%
9,085
+1,365
99
$516K 0.17%
9,616
-1,587
100
$498K 0.16%
3,625
-300
2 3
4
5 6