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
$405M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$732K
2
+$432K
3
+$427K
4
HON icon
Honeywell
HON
+$411K
5
UNH icon
UnitedHealth
UNH
+$361K

Top Sells

1
+$1.39M
2
+$982K
3
+$755K
4
SJM icon
J.M. Smucker
SJM
+$742K
5
MDT icon
Medtronic
MDT
+$526K

Sector Composition

1 Healthcare 22.55%
2 Financials 20.9%
3 Technology 13.99%
4 Industrials 9.53%
5 Consumer Staples 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.36%
4,502
-95
77
$1.39M 0.34%
23,758
-1,443
78
$1.37M 0.34%
19,239
-1,001
79
$1.37M 0.34%
24,063
-260
80
$1.37M 0.34%
108,320
81
$1.26M 0.31%
15,262
+5,244
82
$1.16M 0.29%
13,210
-340
83
$1.09M 0.27%
11,880
-1,035
84
$1.06M 0.26%
17,336
+154
85
$1.01M 0.25%
10,999
-75
86
$983K 0.24%
6,012
-1,900
87
$967K 0.24%
22,590
-625
88
$936K 0.23%
5,439
-190
89
$905K 0.22%
12,379
+1,152
90
$898K 0.22%
6,567
+300
91
$826K 0.2%
5,239
92
$769K 0.19%
20,368
+2,580
93
$768K 0.19%
9,564
-88
94
$761K 0.19%
4,563
-400
95
$757K 0.19%
19,380
+4
96
$742K 0.18%
23,970
+5,891
97
$741K 0.18%
13,825
-675
98
$702K 0.17%
11,450
-250
99
$697K 0.17%
13,793
-300
100
$675K 0.17%
4,425
-180
2 3
4
5 6