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
151
– –
-10,500
152
– –
-11,000
153
– –
-4,675
154
– –
-6,194
155
– –
-11,300
156
– –
-11,000
157
– –
-3,088
158
– –
-7,849
159
– –
-500
160
– –
-21,500
161
– –
-2,896
3 4 5 6
7