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
$234M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$430K
3
+$347K
4
DVA icon
DaVita
DVA
+$253K
5
JNJ icon
Johnson & Johnson
JNJ
+$216K

Top Sells

1
+$3.11M
2
+$685K
3
+$426K
4
IP icon
International Paper
IP
+$329K
5
VOD icon
Vodafone
VOD
+$225K

Sector Composition

1 Healthcare 19.65%
2 Technology 16.18%
3 Financials 16.05%
4 Energy 13.14%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.33M 3.99%
94,952
+2,203
2
$9.05M 3.87%
92,631
+2,201
3
$8.94M 3.83%
706,498
-5,847
4
$7.02M 3%
56,584
+3,463
5
$6.41M 2.74%
53,929
+840
6
$6.39M 2.73%
80,700
+1,411
7
$5.95M 2.55%
145,428
+5,126
8
$5.9M 2.52%
143,940
+3,168
9
$5.73M 2.45%
47,676
+110
10
$5.53M 2.36%
73,816
+1,706
11
$5.08M 2.17%
86,272
+605
12
$5.07M 2.17%
62,918
+1,650
13
$4.99M 2.13%
163,612
+3,285
14
$4.88M 2.09%
189,187
+5,800
15
$4.87M 2.08%
80,248
+2,224
16
$4.8M 2.06%
57,530
+1,610
17
$4.69M 2.01%
70,227
+1,051
18
$4.66M 2%
98,053
+4,532
19
$4.42M 1.89%
173,625
+6,123
20
$4.22M 1.8%
213,050
-10,418
21
$4.07M 1.74%
57,887
+1,455
22
$3.72M 1.59%
85,364
+3,398
23
$3.68M 1.57%
19,981
+7,092
24
$3.67M 1.57%
67,714
+744
25
$3.58M 1.53%
159,950
+8,783
1
2 3 4 5