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
$359M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$879K
3
+$567K
4
ADBE icon
Adobe
ADBE
+$475K
5
ABT icon
Abbott
ABT
+$438K

Top Sells

1
+$2.44M
2
+$1.23M
3
+$1.21M
4
MDT icon
Medtronic
MDT
+$1.01M
5
STJ
St Jude Medical
STJ
+$942K

Sector Composition

1 Healthcare 24.15%
2 Financials 20.32%
3 Technology 13.82%
4 Industrials 9.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 6.31%
951,990
+6,644
2
$13.7M 3.83%
161,370
-10,350
3
$13.3M 3.7%
164,686
-12,555
4
$10.3M 2.88%
70,404
+116
5
$9.9M 2.76%
79,480
-1,329
6
$9.55M 2.66%
145,009
+820
7
$9.12M 2.54%
384,990
-51,000
8
$8.24M 2.3%
93,858
+1,147
9
$7.56M 2.11%
92,230
+1,776
10
$7.24M 2.02%
50,678
-374
11
$6.93M 1.93%
61,995
+513
12
$6.82M 1.9%
189,776
+2,160
13
$6.78M 1.89%
44,125
+486
14
$6.05M 1.69%
186,368
+4,014
15
$6.01M 1.68%
166,684
-294
16
$5.71M 1.59%
169,014
+2,046
17
$5.43M 1.51%
97,478
+931
18
$5.35M 1.49%
30,258
-100
19
$5.19M 1.45%
48,318
-38
20
$5.05M 1.41%
103,680
-118
21
$5.01M 1.4%
58,319
-850
22
$4.76M 1.33%
52,381
+769
23
$4.65M 1.3%
55,288
-1,155
24
$4.29M 1.2%
30,189
+810
25
$4.25M 1.19%
70,102
+1,567
1
2 3 4 5