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
$206M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$489K
3
+$390K
4
JPM icon
JPMorgan Chase
JPM
+$331K
5
EGN
Energen
EGN
+$321K

Top Sells

1
+$6.65M
2
+$6.38M
3
+$564K
4
MO icon
Altria Group
MO
+$541K
5
JNJ icon
Johnson & Johnson
JNJ
+$451K

Sector Composition

1 Healthcare 18.78%
2 Technology 15.83%
3 Financials 15.72%
4 Energy 13.82%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.92M 3.85%
91,322
-5,198
2
$7.81M 3.8%
717,325
-23,015
3
$7.79M 3.79%
90,542
+2,342
4
$6.47M 3.14%
53,215
-41
5
$6.24M 3.04%
54,529
+2,314
6
$5.91M 2.88%
77,938
-625
7
$4.6M 2.24%
60,867
-3,238
8
$4.57M 2.22%
137,453
+1,563
9
$4.56M 2.22%
137,427
-1,599
10
$4.47M 2.17%
95,688
+2,778
11
$4.46M 2.17%
56,095
-1,460
12
$4.4M 2.14%
223,468
+14,808
13
$4.4M 2.14%
47,766
14
$4.37M 2.13%
30,350
-175
15
$4.37M 2.12%
67,485
-91
16
$4.29M 2.09%
157,472
-4,956
17
$4.13M 2.01%
167,478
+6,348
18
$4.1M 2%
179,002
+8,989
19
$4.04M 1.97%
83,921
+1,250
20
$3.95M 1.92%
76,388
+6,409
21
$3.93M 1.91%
56,475
-574
22
$3.9M 1.9%
68,810
+2,436
23
$3.54M 1.72%
20,006
+402
24
$3.5M 1.7%
136,951
+11,517
25
$3.29M 1.6%
140,356
+4,824
1
2 3 4 5