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
$363M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$758K
3
+$496K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$466K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$360K

Top Sells

1
+$1.82M
2
+$1.63M
3
+$1.52M
4
BA icon
Boeing
BA
+$1.15M
5
USB icon
US Bancorp
USB
+$837K

Sector Composition

1 Healthcare 25.23%
2 Financials 20.34%
3 Technology 12.82%
4 Industrials 9.22%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$589K 0.16%
9,348
-1,125
102
$580K 0.16%
7,475
-1,075
103
$579K 0.16%
900
104
$579K 0.16%
5,389
105
$573K 0.16%
16,398
+925
106
$533K 0.15%
7,535
-755
107
$480K 0.13%
9,030
+980
108
$472K 0.13%
24,295
109
$452K 0.12%
30,006
110
$448K 0.12%
3,470
+125
111
$446K 0.12%
14,527
+1,507
112
$417K 0.11%
9,288
+200
113
$409K 0.11%
13,498
+240
114
$405K 0.11%
8,464
115
$395K 0.11%
9,196
-300
116
$394K 0.11%
10,112
+726
117
$390K 0.11%
5,263
118
$377K 0.1%
3,100
-50
119
$355K 0.1%
3,925
-100
120
$355K 0.1%
622
-138
121
$344K 0.09%
4,338
122
$322K 0.09%
2,739
+300
123
$317K 0.09%
4,080
124
$311K 0.09%
8,900
125
$301K 0.08%
22,000
2 3 4
5
6