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
$363M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$758K
3
+$496K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$466K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$360K

Top Sells

1
+$1.82M
2
+$1.63M
3
+$1.52M
4
BA icon
Boeing
BA
+$1.15M
5
USB icon
US Bancorp
USB
+$837K

Sector Composition

1 Healthcare 25.23%
2 Financials 20.34%
3 Technology 12.82%
4 Industrials 9.22%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.34%
13,600
+245
77
$1.2M 0.33%
16,598
-4,895
78
$1.19M 0.33%
17,298
+140
79
$1.18M 0.33%
24,323
+160
80
$1.14M 0.31%
11,324
-150
81
$1.12M 0.31%
110,320
+1,136
82
$1.11M 0.31%
14,005
-50
83
$1.06M 0.29%
24,670
-193
84
$970K 0.27%
12,450
-1,225
85
$939K 0.26%
24,284
-150
86
$892K 0.25%
9,291
+640
87
$873K 0.24%
12,940
-20
88
$860K 0.24%
16,940
+2,469
89
$826K 0.23%
16,878
-90
90
$811K 0.22%
10,051
-25
91
$806K 0.22%
9,545
+220
92
$768K 0.21%
5,014
93
$766K 0.21%
6,546
-39
94
$742K 0.2%
9,652
95
$736K 0.2%
10,804
+360
96
$725K 0.2%
5,063
-100
97
$697K 0.19%
9,312
+1,828
98
$679K 0.19%
19,368
-516
99
$628K 0.17%
4,650
-50
100
$600K 0.17%
6,950
-480
2 3
4
5 6