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
$583M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$827K
3
+$596K
4
PFE icon
Pfizer
PFE
+$516K
5
PEG icon
Public Service Enterprise Group
PEG
+$444K

Top Sells

1
+$1.66M
2
+$819K
3
+$787K
4
JNJ icon
Johnson & Johnson
JNJ
+$577K
5
HD icon
Home Depot
HD
+$448K

Sector Composition

1 Healthcare 21.38%
2 Technology 20.36%
3 Financials 13.95%
4 Communication Services 8.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$742K 0.13%
17,407
+3,694
102
$741K 0.13%
10,585
-499
103
$739K 0.13%
4,262
-95
104
$713K 0.12%
9,480
+2,716
105
$708K 0.12%
4,740
-200
106
$698K 0.12%
7,694
+52
107
$622K 0.11%
3,010
-10
108
$606K 0.1%
28,841
109
$595K 0.1%
3,025
110
$584K 0.1%
4,367
-260
111
$568K 0.1%
2,373
-55
112
$550K 0.09%
2,585
113
$530K 0.09%
2,406
+205
114
$527K 0.09%
2,598
+163
115
$517K 0.09%
18,547
-1,300
116
$503K 0.09%
3,468
117
$502K 0.09%
4,960
-500
118
$493K 0.08%
2,250
119
$472K 0.08%
15,495
-250
120
$458K 0.08%
7,154
+1,517
121
$448K 0.08%
12,000
122
$444K 0.08%
+7,292
123
$440K 0.08%
8,710
124
$436K 0.07%
3,380
-150
125
$425K 0.07%
+3,808
3 4
5
6 7