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
$244M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$659K
2
+$412K
3
+$341K
4
EPD icon
Enterprise Products Partners
EPD
+$292K
5
MET icon
MetLife
MET
+$275K

Top Sells

1
+$391K
2
+$286K
3
+$269K
4
NBR icon
Nabors Industries
NBR
+$251K
5
IBM icon
IBM
IBM
+$249K

Sector Composition

1 Healthcare 19.76%
2 Technology 17.57%
3 Financials 16.66%
4 Energy 11.31%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.58M 3.92%
665,902
-3,367
2
$9.52M 3.9%
91,068
-937
3
$7.9M 3.23%
85,434
-1,913
4
$7.82M 3.2%
74,454
-1,839
5
$6.67M 2.73%
183,736
+1,066
6
$6.55M 2.68%
54,096
-872
7
$6.53M 2.67%
140,523
+2,490
8
$6.38M 2.61%
66,202
-2,119
9
$6.19M 2.53%
137,654
-1,244
10
$5.92M 2.42%
52,755
+876
11
$5.56M 2.28%
44,371
-395
12
$5.35M 2.19%
58,697
-704
13
$5.34M 2.19%
56,462
-106
14
$5.01M 2.05%
79,996
+1,927
15
$4.94M 2.02%
167,290
+2,186
16
$4.88M 2%
170,568
+2,355
17
$4.53M 1.85%
96,830
+1,223
18
$4.41M 1.81%
158,581
+4,090
19
$4.02M 1.64%
82,588
+1,821
20
$3.98M 1.63%
64,426
+345
21
$3.87M 1.59%
56,073
+1,965
22
$3.74M 1.53%
208,869
+3,417
23
$3.66M 1.5%
28,183
+1,145
24
$3.63M 1.49%
42,836
+1,275
25
$3.6M 1.47%
65,576
+1,307
1
2 3 4 5