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
$227M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$319K
3
+$243K
4
CVS icon
CVS Health
CVS
+$236K
5
RIG icon
Transocean
RIG
+$207K

Top Sells

1
+$1.28M
2
+$453K
3
+$321K
4
GLD icon
SPDR Gold Trust
GLD
+$226K
5
T icon
AT&T
T
+$214K

Sector Composition

1 Healthcare 19.58%
2 Financials 16.19%
3 Technology 15.28%
4 Energy 13.68%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$296K 0.13%
7,386
-1,600
102
$294K 0.13%
3,260
-75
103
$292K 0.13%
11,217
+236
104
$285K 0.13%
10,198
-803
105
$281K 0.12%
2,413
+75
106
$277K 0.12%
2,764
+443
107
$262K 0.12%
2,878
+27
108
$242K 0.11%
4,386
-175
109
$232K 0.1%
5,894
+50
110
$231K 0.1%
5,952
111
$225K 0.1%
265
-24
112
$225K 0.1%
5,625
-294
113
$208K 0.09%
2,386
-562
114
$208K 0.09%
4,119
115
$207K 0.09%
+4,185
116
$111K 0.05%
1,500
117
$88K 0.04%
10,100
-2,100
118
– –
-1,767
119
– –
-2,290
120
– –
-4,200
121
– –
-53,400
1 2 3 4
5