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
$464M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$713K
3
+$519K
4
AFSI.PRE
AmTrust Financial Services, Inc.
AFSI.PRE
+$417K
5
NEE icon
NextEra Energy
NEE
+$363K

Top Sells

1
+$1.53M
2
+$466K
3
+$389K
4
ATRI
Atrion Corp
ATRI
+$319K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Healthcare 22.51%
2 Technology 22.12%
3 Financials 11.71%
4 Consumer Discretionary 8.94%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.29%
124,386
+8,268
77
$1.32M 0.28%
9,575
-250
78
$1.31M 0.28%
22,356
-570
79
$1.25M 0.27%
18,989
-1,019
80
$1.22M 0.26%
11,093
-50
81
$1.2M 0.26%
30,276
+17,961
82
$1.13M 0.24%
18,152
-1,500
83
$1.1M 0.24%
44,100
+5,750
84
$1.03M 0.22%
876
+15
85
$959K 0.21%
3,040
86
$926K 0.2%
28,562
-1,300
87
$919K 0.2%
26,769
-678
88
$892K 0.19%
12,130
+955
89
$793K 0.17%
13,800
-400
90
$779K 0.17%
8,471
+180
91
$774K 0.17%
3,045
-223
92
$767K 0.17%
3,817
-475
93
$734K 0.16%
7,967
-400
94
$684K 0.15%
39,427
+970
95
$657K 0.14%
10,325
+50
96
$648K 0.14%
3,816
97
$627K 0.14%
3,245
98
$616K 0.13%
4,129
-25
99
$607K 0.13%
5,230
-376
100
$582K 0.13%
3,509
+34
2 3
4
5 6