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
$209M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$7.97M
3
+$6.92M
4
MDT icon
Medtronic
MDT
+$6.65M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.38M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.59%
2 Technology 14.61%
3 Financials 14.14%
4 Energy 12.75%
5 Consumer Staples 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$307K 0.15%
+4,857
102
$276K 0.13%
+12,567
103
$269K 0.13%
+3,551
104
$267K 0.13%
+3,727
105
$248K 0.12%
+6,391
106
$246K 0.12%
+2,882
107
$242K 0.12%
+11,395
108
$240K 0.11%
+6,640
109
$239K 0.11%
+5,952
110
$226K 0.11%
+295
111
$224K 0.11%
+4,963
112
$224K 0.11%
+4,900
113
$212K 0.1%
+4,801
114
$173K 0.08%
+4,119
115
$162K 0.08%
+10,000
116
$71K 0.03%
+12,200
117
$6K ﹤0.01%
+1,833
1 2 3 4
5