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
$234M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$430K
3
+$347K
4
DVA icon
DaVita
DVA
+$253K
5
JNJ icon
Johnson & Johnson
JNJ
+$216K

Top Sells

1
+$3.11M
2
+$685K
3
+$426K
4
IP icon
International Paper
IP
+$329K
5
VOD icon
Vodafone
VOD
+$225K

Sector Composition

1 Healthcare 19.65%
2 Technology 16.18%
3 Financials 16.05%
4 Energy 13.14%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$305K 0.13%
2,889
+125
102
$293K 0.13%
5,630
-3,730
103
$285K 0.12%
2,508
+95
104
$267K 0.11%
8,916
-274
105
$264K 0.11%
9,516
-682
106
$262K 0.11%
2,867
-11
107
$256K 0.11%
6,195
+2,010
108
$253K 0.11%
+3,675
109
$235K 0.1%
6,370
+476
110
$233K 0.1%
4,336
-50
111
$224K 0.1%
5,952
112
$212K 0.09%
+2,505
113
$208K 0.09%
+2,290
114
$206K 0.09%
+1,265
115
$201K 0.09%
+3,020
116
$199K 0.09%
4,119
117
$123K 0.05%
1,500
118
– –
-10,100
119
– –
-5,625
120
– –
-11,180
121
– –
-2,386
122
– –
-7,175
123
– –
-8,726
1 2 3 4
5