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
$339M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$812K
3
+$443K
4
MDT icon
Medtronic
MDT
+$439K
5
KHC icon
Kraft Heinz
KHC
+$432K

Top Sells

1
+$2.45M
2
+$1.3M
3
+$743K
4
JCI icon
Johnson Controls International
JCI
+$521K
5
TROW icon
T. Rowe Price
TROW
+$427K

Sector Composition

1 Healthcare 23.81%
2 Financials 21.3%
3 Technology 13.43%
4 Industrials 8.89%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$293K 0.09%
+22,000
127
$285K 0.08%
3,925
+75
128
$268K 0.08%
8,900
-900
129
$261K 0.08%
1,670
-211
130
$251K 0.07%
+2,739
131
$251K 0.07%
9,274
+1,614
132
$247K 0.07%
5,381
-119
133
$245K 0.07%
6,889
134
$242K 0.07%
4,200
135
$234K 0.07%
20,000
136
$228K 0.07%
5,900
+100
137
$227K 0.07%
3,080
-50
138
$218K 0.06%
3,125
+1,500
139
$217K 0.06%
1,600
140
$205K 0.06%
5,175
-1,989
141
$186K 0.05%
+15,969
142
$154K 0.05%
2,445
-125
143
$34K 0.01%
900
144
$28K 0.01%
417
145
$0 ﹤0.01%
16,600
146
– –
-900
147
– –
-2,920
2 3 4 5
6