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
$312M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.63M
3
+$551K
4
AVGO icon
Broadcom
AVGO
+$502K
5
SE
Spectra Energy Corp Wi
SE
+$367K

Top Sells

1
+$2.51M
2
+$1.78M
3
+$1.18M
4
STJ
St Jude Medical
STJ
+$799K
5
GE icon
GE Aerospace
GE
+$623K

Sector Composition

1 Healthcare 27.7%
2 Financials 19.08%
3 Technology 12.59%
4 Industrials 8.94%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.7M 6.95%
935,446
-6,300
2
$14.8M 4.75%
170,812
-13,581
3
$12.9M 4.13%
175,140
-34,200
4
$10M 3.22%
82,746
-1,697
5
$8.72M 2.8%
68,272
-1,551
6
$8.53M 2.74%
543,190
-21,536
7
$7.98M 2.56%
85,106
+2,485
8
$7.14M 2.29%
47,319
-4,132
9
$7.04M 2.26%
137,491
+3,002
10
$6.27M 2.01%
65,524
-1,404
11
$6.21M 1.99%
42,050
-381
12
$6.06M 1.94%
57,229
-70
13
$5.63M 1.81%
100,848
+1,025
14
$5.57M 1.79%
166,788
+1,255
15
$5.43M 1.74%
165,703
-5,051
16
$5.37M 1.72%
86,475
+1,514
17
$4.98M 1.6%
47,472
-674
18
$4.78M 1.53%
166,541
-1,124
19
$4.36M 1.4%
55,350
+287
20
$4.35M 1.4%
106,362
-8,099
21
$4.25M 1.36%
89,742
+3,992
22
$4.09M 1.31%
46,211
-491
23
$3.9M 1.25%
30,067
-18
24
$3.88M 1.24%
51,126
+765
25
$3.75M 1.2%
156,992
-17,648
1
2 3 4 5