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
$386M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.7M
3
+$1.46M
4
BA icon
Boeing
BA
+$1.26M
5
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$982K

Top Sells

1
+$862K
2
+$811K
3
+$628K
4
INTC icon
Intel
INTC
+$621K
5
CVS icon
CVS Health
CVS
+$344K

Sector Composition

1 Healthcare 23.83%
2 Financials 20.66%
3 Technology 13.3%
4 Industrials 9.6%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$684K 0.18%
17,788
+1,390
102
$658K 0.17%
4,605
-45
103
$653K 0.17%
5,239
-150
104
$605K 0.16%
900
105
$593K 0.15%
7,260
+310
106
$561K 0.15%
6,920
-615
107
$555K 0.14%
16,028
+1,501
108
$540K 0.14%
8,915
-115
109
$462K 0.12%
24,295
110
$455K 0.12%
30,006
111
$430K 0.11%
3,250
+150
112
$425K 0.11%
5,315
-2,160
113
$418K 0.11%
9,288
114
$416K 0.11%
8,464
115
$408K 0.11%
3,470
116
$402K 0.1%
9,196
117
$396K 0.1%
13,208
-290
118
$383K 0.1%
5,263
119
$383K 0.1%
9,942
-170
120
$360K 0.09%
4,463
+125
121
$335K 0.09%
3,700
-270
122
$334K 0.09%
8,900
123
$332K 0.09%
4,080
124
$305K 0.08%
3,875
-50
125
$305K 0.08%
22,000
2 3 4
5
6