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
$312M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.63M
3
+$551K
4
AVGO icon
Broadcom
AVGO
+$502K
5
SE
Spectra Energy Corp Wi
SE
+$367K

Top Sells

1
+$2.51M
2
+$1.78M
3
+$1.18M
4
STJ
St Jude Medical
STJ
+$799K
5
GE icon
GE Aerospace
GE
+$623K

Sector Composition

1 Healthcare 27.7%
2 Financials 19.08%
3 Technology 12.59%
4 Industrials 8.94%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$263K 0.08%
4,405
-500
127
$261K 0.08%
5,500
128
$258K 0.08%
9,800
129
$256K 0.08%
3,446
+626
130
$255K 0.08%
4,025
-25
131
$252K 0.08%
+3,130
132
$249K 0.08%
11,512
+652
133
$232K 0.07%
+2,920
134
$224K 0.07%
3,203
-67
135
$224K 0.07%
+7,647
136
$222K 0.07%
1,881
137
$215K 0.07%
5,044
-512
138
$207K 0.07%
5,800
-50
139
$202K 0.06%
+4,200
140
$201K 0.06%
+8,580
141
$163K 0.05%
2,570
+30
142
$148K 0.05%
20,000
143
$111K 0.04%
1,625
144
$50K 0.02%
417
145
$0 ﹤0.01%
16,600
146
– –
-900
147
– –
-31,417
2 3 4 5
6