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
$583M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$827K
3
+$596K
4
PFE icon
Pfizer
PFE
+$516K
5
PEG icon
Public Service Enterprise Group
PEG
+$444K

Top Sells

1
+$1.66M
2
+$819K
3
+$787K
4
JNJ icon
Johnson & Johnson
JNJ
+$577K
5
HD icon
Home Depot
HD
+$448K

Sector Composition

1 Healthcare 21.38%
2 Technology 20.36%
3 Financials 13.95%
4 Communication Services 8.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.46M 0.25%
4,237
-705
77
$1.44M 0.25%
12,198
-1,691
78
$1.36M 0.23%
22,968
-785
79
$1.35M 0.23%
5,618
-630
80
$1.34M 0.23%
13,142
+75
81
$1.3M 0.22%
16,626
-1,580
82
$1.23M 0.21%
23,826
+2,110
83
$1.16M 0.2%
9,059
+673
84
$1.15M 0.2%
52,816
+357
85
$1.12M 0.19%
12,984
-551
86
$1.11M 0.19%
21,508
-795
87
$1.09M 0.19%
2,897
-275
88
$1.09M 0.19%
12,301
+1,077
89
$1.08M 0.19%
18,750
+1,200
90
$1.03M 0.18%
13,132
-1,065
91
$960K 0.16%
2,665
-100
92
$951K 0.16%
26,057
+345
93
$921K 0.16%
25,226
+2,872
94
$843K 0.14%
7,850
-150
95
$832K 0.14%
14,190
-2,079
96
$821K 0.14%
8,150
97
$813K 0.14%
6,080
98
$797K 0.14%
10,220
+830
99
$793K 0.14%
4,132
+186
100
$755K 0.13%
6,915
+478
2 3
4
5 6