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
$583M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$827K
3
+$596K
4
PFE icon
Pfizer
PFE
+$516K
5
PEG icon
Public Service Enterprise Group
PEG
+$444K

Top Sells

1
+$1.66M
2
+$819K
3
+$787K
4
JNJ icon
Johnson & Johnson
JNJ
+$577K
5
HD icon
Home Depot
HD
+$448K

Sector Composition

1 Healthcare 21.38%
2 Technology 20.36%
3 Financials 13.95%
4 Communication Services 8.91%
5 Consumer Discretionary 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$423K 0.07%
+5,209
127
$423K 0.07%
9,939
+1,054
128
$422K 0.07%
+7,065
129
$415K 0.07%
+7,408
130
$413K 0.07%
5,855
-425
131
$410K 0.07%
3,212
-100
132
$408K 0.07%
+12,366
133
$393K 0.07%
+5,435
134
$388K 0.07%
6,042
-4
135
$388K 0.07%
7,400
-105
136
$380K 0.07%
+6,088
137
$379K 0.07%
1,891
-42
138
$379K 0.07%
14,609
-575
139
$375K 0.06%
+8,770
140
$367K 0.06%
7,952
+2,813
141
$367K 0.06%
3,202
142
$349K 0.06%
500
143
$347K 0.06%
5,626
+74
144
$345K 0.06%
8,849
+1,631
145
$339K 0.06%
6,721
+378
146
$339K 0.06%
9,199
-166
147
$334K 0.06%
22,000
148
$332K 0.06%
10,250
149
$327K 0.06%
4,860
150
$327K 0.06%
9,019
+1,420
4 5
6
7 8