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
$308M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$823K
3 +$497K
4
DIS icon
Walt Disney
DIS
+$423K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$410K

Top Sells

1 +$5.93M
2 +$4.84M
3 +$3.51M
4
NVEC icon
NVE Corp
NVEC
+$1.4M
5
CB
CHUBB CORPORATION
CB
+$1.24M

Sector Composition

1 Healthcare 27.79%
2 Financials 19.59%
3 Technology 13.31%
4 Industrials 8.88%
5 Consumer Staples 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$483K 0.16%
9,975
-600
102
$469K 0.15%
54,630
-22,425
103
$455K 0.15%
6,438
-225
104
$452K 0.15%
7,720
+1,300
105
$434K 0.14%
5,664
-250
106
$429K 0.14%
15,296
-350
107
$421K 0.14%
9,550
+2,250
108
$405K 0.13%
30,006
109
$403K 0.13%
7,872
-2,864
110
$395K 0.13%
1,000
-1,500
111
$390K 0.13%
7,286
-150
112
$385K 0.13%
3,603
+472
113
$382K 0.12%
5,887
-2,344
114
$376K 0.12%
8,158
+1,287
115
$370K 0.12%
4,450
-3,465
116
$368K 0.12%
3,595
-480
117
$331K 0.11%
3,440
+175
118
$309K 0.1%
10,112
-4,400
119
$304K 0.1%
4,905
120
$302K 0.1%
11,890
-880
121
$269K 0.09%
4,050
+125
122
$267K 0.09%
5,500
123
$266K 0.09%
9,800
124
$257K 0.08%
3,270
125
$252K 0.08%
+6,889