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
$320M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$4.27M
3
+$2.94M
4
MDT icon
Medtronic
MDT
+$2.67M
5
RMD icon
ResMed
RMD
+$2.05M

Top Sells

1
+$754K
2
+$625K
3
+$460K
4
CTXS
Citrix Systems Inc
CTXS
+$433K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$421K

Sector Composition

1 Healthcare 30.14%
2 Financials 19.58%
3 Technology 13.71%
4 Energy 8.23%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 1.31%
47,068
+1,812
27
$3.89M 1.21%
83,431
-16,181
28
$3.77M 1.18%
56,646
-572
29
$3.77M 1.18%
159,306
-12,177
30
$3.63M 1.13%
213,456
-7,648
31
$3.61M 1.13%
58,738
+850
32
$3.56M 1.11%
82,574
-2,749
33
$3.48M 1.09%
64,143
+211
34
$3.47M 1.08%
36,506
-260
35
$3.35M 1.05%
124,904
+13,838
36
$3.22M 1.01%
55,150
+35,150
37
$3.21M 1%
15,390
+515
38
$2.89M 0.9%
68,873
-551
39
$2.79M 0.87%
50,319
-11,274
40
$2.77M 0.86%
34,497
-1,335
41
$2.63M 0.82%
25,427
+964
42
$2.51M 0.78%
28,745
+1,830
43
$2.5M 0.78%
63,845
-2,375
44
$2.3M 0.72%
14,786
-1,189
45
$2.27M 0.71%
40,600
-7,755
46
$2.11M 0.66%
25,180
-5,495
47
$2.04M 0.64%
103,265
+10,356
48
$2.01M 0.63%
40,357
-1,122
49
$2.01M 0.63%
21,009
+475
50
$2.01M 0.63%
17,578
+6,705
1
2
3 4 5