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
$397M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$658K
3
+$484K
4
UNH icon
UnitedHealth
UNH
+$461K
5
FDX icon
FedEx
FDX
+$436K

Top Sells

1
+$1.31M
2
+$786K
3
+$618K
4
BA icon
Boeing
BA
+$437K
5
STL
Sterling Bancorp
STL
+$417K

Sector Composition

1 Healthcare 22.95%
2 Financials 20.08%
3 Technology 14.78%
4 Industrials 10.01%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$586K 0.15%
12,767
-1,026
102
$575K 0.14%
4,200
-225
103
$568K 0.14%
900
104
$565K 0.14%
7,506
+955
105
$543K 0.14%
8,515
-483
106
$529K 0.13%
21,260
+7,902
107
$512K 0.13%
4,127
-1,079
108
$510K 0.13%
30,006
109
$482K 0.12%
3,550
+400
110
$456K 0.11%
5,201
-190
111
$455K 0.11%
22,220
112
$449K 0.11%
8,596
-300
113
$392K 0.1%
9,320
+1,080
114
$376K 0.09%
8,649
+237
115
$372K 0.09%
3,450
-30
116
$354K 0.09%
3,210
-270
117
$343K 0.09%
7,674
-425
118
$343K 0.09%
4,788
-475
119
$331K 0.08%
510
+15
120
$315K 0.08%
3,855
121
$309K 0.08%
9,042
-211
122
$305K 0.08%
3,580
-30
123
$299K 0.08%
1,620
124
$286K 0.07%
22,000
125
$281K 0.07%
11,000
+1,300
2 3 4
5
6