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
$363M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$758K
3
+$496K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$466K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$360K

Top Sells

1
+$1.82M
2
+$1.63M
3
+$1.52M
4
BA icon
Boeing
BA
+$1.15M
5
USB icon
US Bancorp
USB
+$837K

Sector Composition

1 Healthcare 25.23%
2 Financials 20.34%
3 Technology 12.82%
4 Industrials 9.22%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$295K 0.08%
3,970
-7,970
127
$284K 0.08%
5,141
+1
128
$273K 0.08%
6,291
-829
129
$266K 0.07%
1,645
-25
130
$254K 0.07%
+4,706
131
$252K 0.07%
9,301
+14
132
$245K 0.07%
+8,000
133
$244K 0.07%
5,425
-75
134
$242K 0.07%
4,055
+1,870
135
$233K 0.06%
2,880
136
$227K 0.06%
2,150
137
$220K 0.06%
6,889
138
$207K 0.06%
+5,381
139
$204K 0.06%
18,359
+605
140
$57K 0.02%
417
141
$34K 0.01%
900
142
$10K ﹤0.01%
+2,414
143
$0 ﹤0.01%
16,600
144
– –
-4,200
145
– –
-16,250
146
– –
-500
147
– –
-6,800
148
– –
-5,075
2 3 4 5
6