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
$363M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$758K
3
+$496K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$466K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$360K

Top Sells

1
+$1.82M
2
+$1.63M
3
+$1.52M
4
BA icon
Boeing
BA
+$1.15M
5
USB icon
US Bancorp
USB
+$837K

Sector Composition

1 Healthcare 25.23%
2 Financials 20.34%
3 Technology 12.82%
4 Industrials 9.22%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.3M 6.13%
959,742
+7,752
2
$16.8M 4.62%
161,370
3
$14.6M 4.02%
164,471
-215
4
$10.7M 2.95%
69,909
-495
5
$10.5M 2.89%
79,247
-233
6
$10M 2.76%
145,395
+386
7
$8.92M 2.46%
383,690
-1,300
8
$8.76M 2.41%
95,795
+1,937
9
$7.62M 2.1%
43,656
-469
10
$7.57M 2.08%
93,735
+1,505
11
$6.07M 1.67%
46,865
-3,813
12
$5.74M 1.58%
180,222
-6,146
13
$5.55M 1.53%
58,564
+245
14
$5.44M 1.5%
98,145
+667
15
$5.34M 1.47%
46,215
-15,780
16
$5.2M 1.43%
144,520
-45,256
17
$5.19M 1.43%
153,905
-12,779
18
$5.02M 1.38%
48,092
-226
19
$4.83M 1.33%
24,430
-5,828
20
$4.79M 1.32%
31,717
+1,528
21
$4.61M 1.27%
53,768
+1,387
22
$4.59M 1.26%
102,702
-978
23
$4.57M 1.26%
55,558
+270
24
$4.52M 1.24%
144,275
-24,739
25
$4.33M 1.19%
178,435
+5,115
1
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