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
$464M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$713K
3
+$519K
4
AFSI.PRE
AmTrust Financial Services, Inc.
AFSI.PRE
+$417K
5
NEE icon
NextEra Energy
NEE
+$363K

Top Sells

1
+$1.53M
2
+$466K
3
+$389K
4
ATRI
Atrion Corp
ATRI
+$319K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Healthcare 22.51%
2 Technology 22.12%
3 Financials 11.71%
4 Consumer Discretionary 8.94%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$256K 0.06%
3,312
127
$255K 0.05%
7,117
128
$255K 0.05%
4,950
-150
129
$248K 0.05%
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-200
130
$247K 0.05%
+6,047
131
$239K 0.05%
6,667
132
$228K 0.05%
2,160
133
$225K 0.05%
3,203
134
$225K 0.05%
5,817
-183
135
$219K 0.05%
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-300
136
$217K 0.05%
+4,610
137
$210K 0.05%
4,466
138
$208K 0.04%
11,896
139
$203K 0.04%
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-175
140
$201K 0.04%
7,980
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141
$201K 0.04%
+2,250
142
$191K 0.04%
15,850
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143
$164K 0.04%
10,500
144
$155K 0.03%
11,500
145
$154K 0.03%
10,500
146
$129K 0.03%
11,400
147
$113K 0.02%
13,048
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148
$44K 0.01%
900
149
– –
-21,500
150
– –
-500
3 4 5
6
7