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
$312M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.63M
3
+$551K
4
AVGO icon
Broadcom
AVGO
+$502K
5
SE
Spectra Energy Corp Wi
SE
+$367K

Top Sells

1
+$2.51M
2
+$1.78M
3
+$1.18M
4
STJ
St Jude Medical
STJ
+$799K
5
GE icon
GE Aerospace
GE
+$623K

Sector Composition

1 Healthcare 27.7%
2 Financials 19.08%
3 Technology 12.59%
4 Industrials 8.94%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$450K 0.14%
10,263
+2,105
102
$450K 0.14%
9,185
-2,920
103
$445K 0.14%
9,825
-39,200
104
$442K 0.14%
26,166
-31,712
105
$433K 0.14%
5,913
-525
106
$432K 0.14%
7,825
-2,150
107
$416K 0.13%
3,755
+152
108
$408K 0.13%
4,037
+597
109
$403K 0.13%
5,314
-350
110
$402K 0.13%
30,006
111
$401K 0.13%
3,530
-65
112
$385K 0.12%
900
-100
113
$378K 0.12%
14,921
-375
114
$346K 0.11%
6,886
-400
115
$336K 0.11%
6,268
-1,604
116
$327K 0.1%
3,336
+1,011
117
$322K 0.1%
10,761
-1,129
118
$318K 0.1%
9,475
-75
119
$317K 0.1%
9,712
-400
120
$309K 0.1%
10,403
+2,923
121
$296K 0.1%
4,006
-1,881
122
$290K 0.09%
+5,540
123
$290K 0.09%
6,889
124
$285K 0.09%
3,350
-1,100
125
$267K 0.09%
7,164
2 3 4
5
6