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
$296M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$13.7M
3 +$9.26M
4
KO icon
Coca-Cola
KO
+$1.96M
5
NVEC icon
NVE Corp
NVEC
+$1.72M

Top Sells

1 +$2.05M
2 +$898K
3 +$540K
4
ORCL icon
Oracle
ORCL
+$416K
5
ADT
ADT Corp
ADT
+$258K

Sector Composition

1 Healthcare 26.92%
2 Financials 18.44%
3 Technology 14.78%
4 Consumer Staples 9.35%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,110
127
$0 ﹤0.01%
16,600
128
-3,930
129
-2,687
130
-2,648
131
-2,635