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
$359M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$879K
3
+$567K
4
ADBE icon
Adobe
ADBE
+$475K
5
ABT icon
Abbott
ABT
+$438K

Top Sells

1
+$2.44M
2
+$1.23M
3
+$1.21M
4
MDT icon
Medtronic
MDT
+$1.01M
5
STJ
St Jude Medical
STJ
+$942K

Sector Composition

1 Healthcare 24.15%
2 Financials 20.32%
3 Technology 13.82%
4 Industrials 9.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.34%
4,567
+220
77
$1.18M 0.33%
17,158
+255
78
$1.17M 0.33%
14,055
-14,709
79
$1.16M 0.32%
13,355
+575
80
$1.12M 0.31%
11,474
-2,849
81
$1.11M 0.31%
13,675
-450
82
$1.07M 0.3%
24,163
+9,864
83
$1.07M 0.3%
24,863
-1,057
84
$914K 0.25%
24,434
-150
85
$859K 0.24%
12,960
-265
86
$850K 0.24%
9,325
+2,480
87
$837K 0.23%
16,250
88
$814K 0.23%
11,940
-3,995
89
$809K 0.23%
10,076
-500
90
$799K 0.22%
16,968
+1,824
91
$734K 0.2%
8,651
+60
92
$711K 0.2%
7,430
+543
93
$705K 0.2%
14,471
-153
94
$703K 0.2%
8,550
+75
95
$684K 0.19%
5,163
-60
96
$682K 0.19%
9,652
-659
97
$681K 0.19%
6,585
+405
98
$650K 0.18%
5,014
+25
99
$638K 0.18%
19,884
-1,836
100
$623K 0.17%
4,700
-275
2 3
4
5 6