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
$244M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$659K
2
+$412K
3
+$341K
4
EPD icon
Enterprise Products Partners
EPD
+$292K
5
MET icon
MetLife
MET
+$275K

Top Sells

1
+$391K
2
+$286K
3
+$269K
4
NBR icon
Nabors Industries
NBR
+$251K
5
IBM icon
IBM
IBM
+$249K

Sector Composition

1 Healthcare 19.76%
2 Technology 17.57%
3 Financials 16.66%
4 Energy 11.31%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$281K 0.12%
31,417
102
$268K 0.11%
4,200
103
$264K 0.11%
5,624
104
$261K 0.11%
2,076
105
$258K 0.11%
7,110
-849
106
$254K 0.1%
+2,565
107
$246K 0.1%
2,645
+253
108
$241K 0.1%
8,545
-900
109
$229K 0.09%
2,687
-85
110
$217K 0.09%
2,780
111
$216K 0.09%
5,110
+2,120
112
$216K 0.09%
2,648
113
$212K 0.09%
2,635
-216
114
$206K 0.08%
29,155
-5,977
115
$189K 0.08%
3,930
-689
116
$120K 0.05%
1,500
117
$0 ﹤0.01%
16,600
118
– –
-2,655
119
– –
-1,600
120
– –
-4,280
121
– –
-5,075
122
– –
-6,820
123
– –
-4,567
124
– –
-221
125
– –
-4,151
1 2 3 4
5