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
$405M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$732K
2
+$432K
3
+$427K
4
HON icon
Honeywell
HON
+$411K
5
UNH icon
UnitedHealth
UNH
+$361K

Top Sells

1
+$1.39M
2
+$982K
3
+$755K
4
SJM icon
J.M. Smucker
SJM
+$742K
5
MDT icon
Medtronic
MDT
+$526K

Sector Composition

1 Healthcare 22.55%
2 Financials 20.9%
3 Technology 13.99%
4 Industrials 9.53%
5 Consumer Staples 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$647K 0.16%
5,206
-5,972
102
$616K 0.15%
16,022
-6
103
$600K 0.15%
8,998
+83
104
$598K 0.15%
9,318
-75
105
$568K 0.14%
900
106
$538K 0.13%
6,551
-709
107
$501K 0.12%
5,391
+76
108
$492K 0.12%
30,006
109
$474K 0.12%
22,220
-2,075
110
$457K 0.11%
8,896
-300
111
$456K 0.11%
3,150
-100
112
$420K 0.1%
3,480
+10
113
$407K 0.1%
13,358
+150
114
$397K 0.1%
5,263
115
$389K 0.1%
8,099
-365
116
$386K 0.1%
8,412
-876
117
$371K 0.09%
9,253
-689
118
$365K 0.09%
3,480
-220
119
$352K 0.09%
495
+2
120
$347K 0.09%
3,610
-265
121
$335K 0.08%
8,240
-660
122
$330K 0.08%
+10,208
123
$326K 0.08%
4,550
-2,370
124
$311K 0.08%
3,855
-225
125
$311K 0.08%
+64,360
2 3 4
5
6