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
$407M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.45M
3
+$1.32M
4
EL icon
Estee Lauder
EL
+$705K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$704K

Top Sells

1
+$5.63M
2
+$2.77M
3
+$987K
4
DHR icon
Danaher
DHR
+$555K
5
CELG
Celgene Corp
CELG
+$537K

Sector Composition

1 Healthcare 22.86%
2 Financials 19.06%
3 Technology 14.88%
4 Industrials 9.35%
5 Energy 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.93M 1.21%
57,803
+1,255
27
$4.82M 1.18%
127,820
+4,707
28
$4.62M 1.14%
34,766
+23
29
$4.56M 1.12%
33,960
+2,628
30
$4.29M 1.06%
79,649
-1,461
31
$4.18M 1.03%
63,339
+155
32
$4.14M 1.02%
18,763
+750
33
$4.14M 1.02%
30,852
-975
34
$4.04M 0.99%
27,926
+1,305
35
$3.93M 0.97%
49,350
+503
36
$3.88M 0.95%
37,018
+725
37
$3.57M 0.88%
51,260
+2,330
38
$3.39M 0.83%
14,916
+1,175
39
$3.31M 0.81%
23,180
+4,938
40
$3.05M 0.75%
37,248
+670
41
$3.05M 0.75%
21,137
+586
42
$3.03M 0.75%
125,043
+21,244
43
$3.02M 0.74%
48,090
-8,233
44
$2.77M 0.68%
14,365
-597
45
$2.69M 0.66%
34,474
-2,400
46
$2.65M 0.65%
19,652
-580
47
$2.5M 0.62%
56,814
-1,530
48
$2.46M 0.61%
65,882
+335
49
$2.46M 0.61%
17,825
+265
50
$2.42M 0.6%
113,928
+2,838
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