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
$308M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$823K
3
+$497K
4
DIS icon
Walt Disney
DIS
+$423K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$410K

Top Sells

1
+$5.93M
2
+$4.84M
3
+$3.51M
4
NVEC icon
NVE Corp
NVEC
+$1.4M
5
CB
CHUBB CORPORATION
CB
+$1.24M

Sector Composition

1 Healthcare 27.79%
2 Financials 19.59%
3 Technology 13.31%
4 Industrials 8.88%
5 Consumer Staples 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.4M 7.28%
941,746
2
$14M 4.54%
209,340
-72,450
3
$13.8M 4.49%
184,393
-46,745
4
$9.32M 3.03%
69,823
-219
5
$9.14M 2.97%
84,443
-54
6
$9M 2.92%
564,726
-3,575
7
$7.84M 2.55%
51,451
-396
8
$7.43M 2.41%
134,489
-124
9
$6.94M 2.26%
66,928
+1,035
10
$6.91M 2.24%
82,621
+1,595
11
$6.01M 1.95%
42,431
+740
12
$5.87M 1.91%
57,299
+176
13
$5.52M 1.79%
170,754
-1,092
14
$5.4M 1.75%
99,823
-527
15
$5.03M 1.63%
84,961
+1,220
16
$4.77M 1.55%
167,665
+2,851
17
$4.76M 1.55%
174,640
+9,720
18
$4.68M 1.52%
114,461
-7,300
19
$4.66M 1.51%
165,533
+4
20
$4.59M 1.49%
48,146
-195
21
$4.32M 1.4%
64,135
+7,380
22
$4.15M 1.35%
85,750
+8,322
23
$3.96M 1.29%
55,063
+75
24
$3.82M 1.24%
30,085
+890
25
$3.67M 1.19%
46,702
+4,658
1
2 3 4 5