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
176
$143K 0.02%
10,500
177
$124K 0.02%
11,300
178
$118K 0.02%
10,816
179
$78K 0.01%
3,088
180
$30K 0.01%
900
181
– –
-4,465
182
– –
-588
183
– –
-975
184
– –
-4,677
185
– –
-1,164
186
– –
-8,930
187
– –
-2,969
188
– –
-2,463
4 5 6 7
8