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
$405M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$732K
2
+$432K
3
+$427K
4
HON icon
Honeywell
HON
+$411K
5
UNH icon
UnitedHealth
UNH
+$361K

Top Sells

1
+$1.39M
2
+$982K
3
+$755K
4
SJM icon
J.M. Smucker
SJM
+$742K
5
MDT icon
Medtronic
MDT
+$526K

Sector Composition

1 Healthcare 22.55%
2 Financials 20.9%
3 Technology 13.99%
4 Industrials 9.53%
5 Consumer Staples 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.4M 6.53%
960,738
+996
2
$19M 4.69%
155,979
+9
3
$13.3M 3.29%
70,181
-56
4
$12.6M 3.12%
156,118
-6,518
5
$12.4M 3.06%
144,863
-274
6
$10.7M 2.63%
76,300
-1,277
7
$10.3M 2.56%
96,751
+437
8
$9.4M 2.32%
381,990
-200
9
$8.6M 2.13%
29,171
-212
10
$8.23M 2.03%
43,354
+716
11
$7.94M 1.96%
187,608
-1,044
12
$7.78M 1.92%
92,985
-358
13
$7.76M 1.92%
64,689
+1,091
14
$6.14M 1.52%
132,992
-4,601
15
$6.07M 1.5%
176,676
-566
16
$6.04M 1.49%
58,129
+365
17
$5.82M 1.44%
46,489
-1,350
18
$5.75M 1.42%
32,591
+533
19
$5.67M 1.4%
192,028
+9,181
20
$5.67M 1.4%
93,432
-3,798
21
$5.5M 1.36%
103,913
+652
22
$5.44M 1.34%
211,780
+4,740
23
$5.3M 1.31%
30,269
+133
24
$5.2M 1.28%
135,714
-2,911
25
$5.1M 1.26%
97,460
+3,100
1
2 3 4 5