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
$397M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$658K
3
+$484K
4
UNH icon
UnitedHealth
UNH
+$461K
5
FDX icon
FedEx
FDX
+$436K

Top Sells

1
+$1.31M
2
+$786K
3
+$618K
4
BA icon
Boeing
BA
+$437K
5
STL
Sterling Bancorp
STL
+$417K

Sector Composition

1 Healthcare 22.95%
2 Financials 20.08%
3 Technology 14.78%
4 Industrials 10.01%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.36%
18,633
+1,527
77
$1.43M 0.36%
16,520
+1,258
78
$1.43M 0.36%
20,643
-488
79
$1.34M 0.34%
23,547
-211
80
$1.32M 0.33%
108,320
81
$1.14M 0.29%
12,255
-955
82
$1.1M 0.28%
14,507
+2,128
83
$1.08M 0.27%
18,956
+1,620
84
$1.06M 0.27%
11,440
-440
85
$1.05M 0.26%
16,798
-2,441
86
$987K 0.25%
10,434
-565
87
$931K 0.23%
22,317
-273
88
$929K 0.23%
23,087
+2,719
89
$865K 0.22%
6,618
+51
90
$819K 0.21%
5,554
+315
91
$804K 0.2%
10,160
+596
92
$796K 0.2%
19,504
+124
93
$792K 0.2%
5,065
-374
94
$773K 0.19%
4,591
-1,421
95
$713K 0.18%
4,553
-10
96
$697K 0.18%
11,248
+1,930
97
$684K 0.17%
13,550
-275
98
$665K 0.17%
23,506
-464
99
$650K 0.16%
10,365
-1,085
100
$611K 0.15%
16,214
+192
2 3
4
5 6