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
$464M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$713K
3
+$519K
4
AFSI.PRE
AmTrust Financial Services, Inc.
AFSI.PRE
+$417K
5
NEE icon
NextEra Energy
NEE
+$363K

Top Sells

1
+$1.53M
2
+$466K
3
+$389K
4
ATRI
Atrion Corp
ATRI
+$319K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Healthcare 22.51%
2 Technology 22.12%
3 Financials 11.71%
4 Consumer Discretionary 8.94%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$566K 0.12%
2,643
102
$561K 0.12%
7,100
+7
103
$522K 0.11%
19,195
+250
104
$465K 0.1%
6,627
-549
105
$462K 0.1%
3,930
106
$459K 0.1%
29,641
107
$446K 0.1%
6,080
-80
108
$421K 0.09%
5,588
-1,072
109
$417K 0.09%
+27,800
110
$415K 0.09%
3,390
-150
111
$400K 0.09%
7,722
-104
112
$389K 0.08%
19,802
-917
113
$378K 0.08%
7,655
-525
114
$376K 0.08%
3,855
115
$349K 0.08%
2,060
-160
116
$338K 0.07%
7,202
-163
117
$323K 0.07%
10,781
-239
118
$317K 0.07%
15,855
119
$315K 0.07%
22,000
120
$311K 0.07%
7,185
-50
121
$307K 0.07%
20,250
-3,000
122
$302K 0.07%
5,443
-129
123
$301K 0.06%
6,514
124
$283K 0.06%
6,417
+3
125
$281K 0.06%
1,900
3 4
5
6 7