HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+8.47%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$321M
AUM Growth
+$321M
(+4%)
Cap. Flow
-$10.8M
Cap. Flow
% of AUM
-3.37%
Top 10 Holdings %
Top 10 Hldgs %
35.14%
Holding
162
New
6
Increased
51
Reduced
71
Closed
9
Top Buys
| 1 |
Apple
AAPL
|
$1.06M |
| 2 |
J.M. Smucker
SJM
|
$628K |
| 3 |
Nike
NKE
|
$587K |
| 4 |
SE
Spectra Energy Corp Wi
SE
|
$459K |
| 5 |
Gilead Sciences
GILD
|
$388K |
Top Sells
| 1 |
Republic Services
RSG
|
$8.41M |
| 2 |
Walmart
WMT
|
$1.26M |
| 3 |
Intuitive Surgical
ISRG
|
$1.09M |
| 4 |
Eli Lilly
LLY
|
$949K |
| 5 |
Medtronic
MDT
|
$577K |
Sector Composition
| 1 | Healthcare | 30.05% |
| 2 | Financials | 20.26% |
| 3 | Technology | 12.77% |
| 4 | Industrials | 8.16% |
| 5 | Consumer Staples | 7.72% |