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
$386M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.7M
3
+$1.46M
4
BA icon
Boeing
BA
+$1.26M
5
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$982K

Top Sells

1
+$862K
2
+$811K
3
+$628K
4
INTC icon
Intel
INTC
+$621K
5
CVS icon
CVS Health
CVS
+$344K

Sector Composition

1 Healthcare 23.83%
2 Financials 20.66%
3 Technology 13.3%
4 Industrials 9.6%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.34%
24,323
77
$1.28M 0.33%
20,240
-1,000
78
$1.25M 0.32%
13,680
+80
79
$1.25M 0.32%
108,320
-2,000
80
$1.24M 0.32%
15,233
-1,365
81
$1.17M 0.3%
11,178
-2,685
82
$1.14M 0.29%
11,074
-250
83
$1.08M 0.28%
9,975
+684
84
$1.04M 0.27%
13,550
-455
85
$994K 0.26%
12,915
-25
86
$982K 0.25%
+8,155
87
$944K 0.24%
23,215
-1,455
88
$882K 0.23%
5,629
+615
89
$864K 0.22%
17,182
+242
90
$783K 0.2%
11,700
-750
91
$777K 0.2%
+14,500
92
$774K 0.2%
11,227
+423
93
$762K 0.2%
10,018
+706
94
$748K 0.19%
6,267
-279
95
$734K 0.19%
4,963
-100
96
$732K 0.19%
14,093
-2,785
97
$712K 0.18%
9,393
+45
98
$710K 0.18%
19,376
+8
99
$705K 0.18%
9,652
100
$686K 0.18%
18,079
-6,205
2 3
4
5 6