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
$339M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$812K
3
+$443K
4
MDT icon
Medtronic
MDT
+$439K
5
KHC icon
Kraft Heinz
KHC
+$432K

Top Sells

1
+$2.45M
2
+$1.3M
3
+$743K
4
JCI icon
Johnson Controls International
JCI
+$521K
5
TROW icon
T. Rowe Price
TROW
+$427K

Sector Composition

1 Healthcare 23.81%
2 Financials 21.3%
3 Technology 13.43%
4 Industrials 8.89%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 6.48%
945,346
+9,900
2
$12.6M 3.72%
177,241
+6,166
3
$12.1M 3.57%
171,720
4
$10.2M 3.01%
435,990
-104,550
5
$9.42M 2.78%
70,288
+837
6
$9.31M 2.74%
80,809
-1,745
7
$8.96M 2.64%
144,189
+2,948
8
$8.16M 2.41%
90,454
+2,642
9
$8M 2.36%
92,711
+3,849
10
$7.73M 2.28%
51,052
-256
11
$6.43M 1.9%
61,482
+3,332
12
$6.16M 1.81%
43,639
+2,286
13
$6.06M 1.78%
166,978
-1,567
14
$5.69M 1.68%
48,356
+10
15
$5.62M 1.66%
182,354
+11,266
16
$5.54M 1.63%
103,798
+977
17
$5.43M 1.6%
187,616
-1,208
18
$5.32M 1.57%
96,547
+4,367
19
$5.05M 1.49%
166,968
-1,449
20
$4.73M 1.39%
30,358
-149
21
$4.51M 1.33%
51,612
+4,949
22
$4.29M 1.26%
59,169
+1,169
23
$4.15M 1.22%
56,443
+508
24
$4.03M 1.19%
16,811
+1,018
25
$3.85M 1.13%
68,535
+4,135
1
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