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
$339M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$812K
3
+$443K
4
MDT icon
Medtronic
MDT
+$439K
5
KHC icon
Kraft Heinz
KHC
+$432K

Top Sells

1
+$2.45M
2
+$1.3M
3
+$743K
4
JCI icon
Johnson Controls International
JCI
+$521K
5
TROW icon
T. Rowe Price
TROW
+$427K

Sector Composition

1 Healthcare 23.81%
2 Financials 21.3%
3 Technology 13.43%
4 Industrials 8.89%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$586K 0.17%
4,975
-175
102
$554K 0.16%
6,180
+1,605
103
$549K 0.16%
14,299
-1,450
104
$543K 0.16%
10,419
+3,685
105
$529K 0.16%
24,295
-17,683
106
$510K 0.15%
4,591
+2
107
$500K 0.15%
5,389
-100
108
$495K 0.15%
30,006
109
$491K 0.14%
11,932
-12,652
110
$458K 0.14%
15,423
+5,888
111
$438K 0.13%
8,050
+550
112
$428K 0.13%
8,694
-257
113
$422K 0.12%
3,695
-55
114
$405K 0.12%
10,271
-1,500
115
$404K 0.12%
12,978
+1,581
116
$404K 0.12%
9,733
-17
117
$402K 0.12%
12,553
+1,733
118
$381K 0.11%
5,844
+1
119
$360K 0.11%
10,420
+308
120
$354K 0.1%
5,413
-475
121
$351K 0.1%
4,180
-347
122
$340K 0.1%
3,150
123
$320K 0.09%
405
+59
124
$312K 0.09%
8,705
-1,345
125
$309K 0.09%
12,581
+981
2 3 4
5
6