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
$464M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$713K
3
+$519K
4
AFSI.PRE
AmTrust Financial Services, Inc.
AFSI.PRE
+$417K
5
NEE icon
NextEra Energy
NEE
+$363K

Top Sells

1
+$1.53M
2
+$466K
3
+$389K
4
ATRI
Atrion Corp
ATRI
+$319K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Healthcare 22.51%
2 Technology 22.12%
3 Financials 11.71%
4 Consumer Discretionary 8.94%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.5M 5.92%
130,524
-493
2
$20.9M 4.5%
88,245
-57
3
$19.4M 4.19%
167,897
-2,179
4
$16.6M 3.57%
59,610
-614
5
$15.1M 3.26%
1,274,062
-20,000
6
$14.9M 3.21%
33,709
-880
7
$14.7M 3.16%
29,903
-110
8
$13.4M 2.9%
129,429
-12
9
$10.6M 2.29%
67,500
+2,180
10
$9.67M 2.08%
36,931
+452
11
$9.22M 1.99%
125,520
+3,140
12
$8.86M 1.91%
59,883
+120
13
$8.54M 1.84%
88,754
-1,089
14
$8.3M 1.79%
59,897
-588
15
$8.1M 1.75%
32,247
+419
16
$7.8M 1.68%
576,720
+1,920
17
$7.63M 1.64%
128,212
-667
18
$7.35M 1.58%
23,573
+34
19
$7.19M 1.55%
37,673
+601
20
$6.69M 1.44%
19,969
-848
21
$6.26M 1.35%
31,309
+110
22
$5.96M 1.28%
47,481
+201
23
$5.91M 1.27%
24,458
+85
24
$5.74M 1.24%
157,560
-7,760
25
$5.54M 1.19%
48,255
+417
1
2 3 4 5