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
$308M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1 +$8.41M
2 +$2.92M
3 +$934K
4
TROW icon
T. Rowe Price
TROW
+$912K
5
JCI icon
Johnson Controls International
JCI
+$803K

Top Sells

1 +$1.92M
2 +$880K
3 +$768K
4
VLO icon
Valero Energy
VLO
+$701K
5
EMR icon
Emerson Electric
EMR
+$597K

Sector Composition

1 Healthcare 28.94%
2 Financials 20.4%
3 Technology 12.33%
4 Industrials 10.19%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,000
152
-2,635
153
-8,763
154
-2,306
155
-5,585
156
-417
157
-3,215
158
$0 ﹤0.01%
16,600
159
-5,291