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
$397M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$658K
3
+$484K
4
UNH icon
UnitedHealth
UNH
+$461K
5
FDX icon
FedEx
FDX
+$436K

Top Sells

1
+$1.31M
2
+$786K
3
+$618K
4
BA icon
Boeing
BA
+$437K
5
STL
Sterling Bancorp
STL
+$417K

Sector Composition

1 Healthcare 22.95%
2 Financials 20.08%
3 Technology 14.78%
4 Industrials 10.01%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$268K 0.07%
2,700
127
$265K 0.07%
4,400
-100
128
$265K 0.07%
3,520
-1,030
129
$264K 0.07%
4,200
130
$261K 0.07%
+5,040
131
$254K 0.06%
9,573
-635
132
$251K 0.06%
4,535
-118
133
$237K 0.06%
3,035
-172
134
$223K 0.06%
19,599
+593
135
$218K 0.05%
6,950
136
$203K 0.05%
8,279
-20
137
$201K 0.05%
+4,109
138
$198K 0.05%
3,213
-1,250
139
$188K 0.05%
4,005
-20
140
$186K 0.05%
11,300
141
$125K 0.03%
+10,000
142
$121K 0.03%
+11,400
143
$41K 0.01%
900
144
$30K 0.01%
417
145
– –
-16,600
146
– –
-64,360
147
– –
-6,889
148
– –
-2,150
2 3 4 5
6