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
$296M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.7M
3
+$9.26M
4
KO icon
Coca-Cola
KO
+$1.96M
5
NVEC icon
NVE Corp
NVEC
+$1.72M

Top Sells

1
+$2.05M
2
+$898K
3
+$540K
4
ORCL icon
Oracle
ORCL
+$416K
5
ADT
ADT Corp
ADT
+$258K

Sector Composition

1 Healthcare 26.92%
2 Financials 18.44%
3 Technology 14.78%
4 Consumer Staples 9.35%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 5.82%
772,588
+615,762
2
$15.8M 5.36%
+203,156
3
$9.26M 3.13%
+164,970
4
$9.16M 3.1%
91,027
-41
5
$8.34M 2.82%
73,420
-1,034
6
$8.03M 2.72%
598,899
-67,003
7
$7.08M 2.4%
83,289
-2,145
8
$6.76M 2.29%
65,477
-725
9
$6.5M 2.2%
54,677
+581
10
$5.95M 2.01%
44,281
-90
11
$5.93M 2.01%
189,502
+5,766
12
$5.85M 1.98%
143,870
+3,347
13
$5.7M 1.93%
54,267
+1,512
14
$5.6M 1.89%
169,664
+2,374
15
$5.52M 1.87%
128,004
-9,650
16
$5.47M 1.85%
57,167
+705
17
$5.05M 1.71%
83,374
+3,378
18
$5.02M 1.7%
80,877
-1,711
19
$4.84M 1.64%
99,612
+2,782
20
$4.79M 1.62%
58,427
-270
21
$4.7M 1.59%
171,483
+915
22
$4.49M 1.52%
163,007
+4,426
23
$4.38M 1.48%
29,154
+971
24
$4.13M 1.4%
13,864
+408
25
$3.94M 1.33%
72,377
+6,801
1
2 3 4 5