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
151
$324K 0.06%
6,551
-100
152
$315K 0.05%
3,500
153
$314K 0.05%
6,667
154
$285K 0.05%
1,101
155
$280K 0.05%
5,605
156
$278K 0.05%
6,400
157
$278K 0.05%
6,230
-194
158
$275K 0.05%
2,160
159
$264K 0.05%
9,676
-334
160
$258K 0.04%
3,900
-350
161
$245K 0.04%
4,263
-24
162
$222K 0.04%
1,675
+50
163
$217K 0.04%
3,650
164
$214K 0.04%
+555
165
$211K 0.04%
6,950
166
$208K 0.04%
2,851
167
$206K 0.04%
+1,583
168
$204K 0.04%
3,670
-300
169
$202K 0.03%
2,972
170
$186K 0.03%
15,000
171
$180K 0.03%
10,500
172
$176K 0.03%
10,500
173
$170K 0.03%
11,500
174
$170K 0.03%
5,050
175
$162K 0.03%
12,500
4 5 6
7
8