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
$227M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$319K
3
+$243K
4
CVS icon
CVS Health
CVS
+$236K
5
RIG icon
Transocean
RIG
+$207K

Top Sells

1
+$1.28M
2
+$453K
3
+$321K
4
GLD icon
SPDR Gold Trust
GLD
+$226K
5
T icon
AT&T
T
+$214K

Sector Composition

1 Healthcare 19.58%
2 Financials 16.19%
3 Technology 15.28%
4 Energy 13.68%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.52M 4.2%
712,345
-4,980
2
$9.15M 4.03%
90,430
-112
3
$8.49M 3.74%
92,749
+1,427
4
$7.14M 3.14%
53,121
-1,408
5
$6.63M 2.92%
53,089
-126
6
$6.53M 2.88%
79,289
+1,351
7
$5.37M 2.36%
140,302
+2,875
8
$5.3M 2.33%
47,566
-200
9
$5.27M 2.32%
140,772
+3,319
10
$5.16M 2.27%
72,110
+3,300
11
$5.02M 2.21%
29,904
-446
12
$4.99M 2.2%
61,268
+401
13
$4.86M 2.14%
69,176
+1,691
14
$4.76M 2.1%
183,387
+4,385
15
$4.66M 2.05%
160,327
+2,855
16
$4.64M 2.04%
55,920
-175
17
$4.6M 2.02%
93,521
-2,167
18
$4.56M 2.01%
78,024
+1,636
19
$4.39M 1.94%
167,502
+24
20
$4.36M 1.92%
223,468
21
$4.35M 1.92%
85,667
+1,746
22
$3.99M 1.76%
56,432
-43
23
$3.56M 1.57%
26,085
+425
24
$3.47M 1.53%
81,966
-83
25
$3.42M 1.51%
128,883
-8,068
1
2 3 4 5