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
$359M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$879K
3
+$567K
4
ADBE icon
Adobe
ADBE
+$475K
5
ABT icon
Abbott
ABT
+$438K

Top Sells

1
+$2.44M
2
+$1.23M
3
+$1.21M
4
MDT icon
Medtronic
MDT
+$1.01M
5
STJ
St Jude Medical
STJ
+$942K

Sector Composition

1 Healthcare 24.15%
2 Financials 20.32%
3 Technology 13.82%
4 Industrials 9.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$300K 0.08%
7,120
-4,812
127
$295K 0.08%
5,140
-704
128
$294K 0.08%
22,000
129
$275K 0.08%
2,439
-300
130
$258K 0.07%
1,670
131
$256K 0.07%
9,287
+13
132
$247K 0.07%
5,500
-400
133
$229K 0.06%
4,200
134
$229K 0.06%
6,889
135
$227K 0.06%
+500
136
$227K 0.06%
+2,150
137
$224K 0.06%
2,880
-200
138
$205K 0.06%
5,075
-100
139
$202K 0.06%
6,800
-1,905
140
$198K 0.06%
17,754
+1,785
141
$139K 0.04%
2,185
-260
142
$102K 0.03%
417
143
$38K 0.01%
900
144
– –
-11,750
145
– –
-20,000
146
– –
-59,284
147
$0 ﹤0.01%
16,600
148
– –
-1,600
149
– –
-5,381
150
– –
-12,581
2 3 4 5
6