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
$359M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$879K
3
+$567K
4
ADBE icon
Adobe
ADBE
+$475K
5
ABT icon
Abbott
ABT
+$438K

Top Sells

1
+$2.44M
2
+$1.23M
3
+$1.21M
4
MDT icon
Medtronic
MDT
+$1.01M
5
STJ
St Jude Medical
STJ
+$942K

Sector Composition

1 Healthcare 24.15%
2 Financials 20.32%
3 Technology 13.82%
4 Industrials 9.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$620K 0.17%
10,473
-340
102
$617K 0.17%
5,159
+568
103
$606K 0.17%
10,444
+25
104
$567K 0.16%
+7,484
105
$563K 0.16%
8,290
-475
106
$550K 0.15%
760
+355
107
$519K 0.14%
15,473
+50
108
$500K 0.14%
5,389
109
$480K 0.13%
30,006
110
$465K 0.13%
24,295
111
$440K 0.12%
3,345
-350
112
$424K 0.12%
8,050
113
$421K 0.12%
+900
114
$421K 0.12%
8,464
-230
115
$392K 0.11%
13,258
+280
116
$392K 0.11%
13,020
+467
117
$388K 0.11%
9,496
-775
118
$386K 0.11%
9,088
-645
119
$385K 0.11%
5,263
-150
120
$353K 0.1%
3,150
121
$353K 0.1%
9,386
-1,034
122
$337K 0.09%
4,025
+100
123
$336K 0.09%
4,080
-100
124
$333K 0.09%
4,338
+1,213
125
$301K 0.08%
8,900
2 3 4
5
6