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
$397M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$658K
3
+$484K
4
UNH icon
UnitedHealth
UNH
+$461K
5
FDX icon
FedEx
FDX
+$436K

Top Sells

1
+$1.31M
2
+$786K
3
+$618K
4
BA icon
Boeing
BA
+$437K
5
STL
Sterling Bancorp
STL
+$417K

Sector Composition

1 Healthcare 22.95%
2 Financials 20.08%
3 Technology 14.78%
4 Industrials 10.01%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 5.9%
1,657,292
+696,554
2
$20.2M 5.08%
146,454
-9,525
3
$13M 3.28%
142,704
-2,159
4
$12.3M 3.1%
68,921
-1,260
5
$12.1M 3.06%
151,145
-4,973
6
$10.7M 2.68%
96,874
+123
7
$9.48M 2.39%
73,977
-2,323
8
$9.13M 2.3%
27,838
-1,333
9
$9M 2.27%
43,571
+217
10
$8.2M 2.07%
363,491
-18,499
11
$8.12M 2.05%
193,584
+5,976
12
$7M 1.76%
64,154
-535
13
$6.97M 1.76%
93,470
+485
14
$6.83M 1.72%
31,627
+1,358
15
$6.66M 1.68%
127,831
-5,161
16
$6.54M 1.65%
59,673
+1,544
17
$5.96M 1.5%
176,960
+284
18
$5.9M 1.49%
196,748
+4,720
19
$5.65M 1.42%
239,700
+27,920
20
$5.6M 1.41%
130,464
-5,250
21
$5.48M 1.38%
34,309
+1,718
22
$5.4M 1.36%
104,660
+7,200
23
$5.22M 1.32%
24,407
+2,153
24
$5.14M 1.3%
45,094
-1,395
25
$4.93M 1.24%
103,106
-807
1
2 3 4 5