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
$434M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.67M
3
+$3.66M
4
CRM icon
Salesforce
CRM
+$3.11M
5
XLNX
Xilinx Inc
XLNX
+$2.89M

Top Sells

1
+$3.5M
2
+$2.29M
3
+$1.92M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.67M

Sector Composition

1 Healthcare 24.62%
2 Financials 17.24%
3 Technology 15.62%
4 Communication Services 8.4%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.02M 1.16%
203,589
+7,279
27
$4.88M 1.12%
44,812
+1,251
28
$4.85M 1.12%
30,659
+14,670
29
$4.82M 1.11%
77,291
+25,069
30
$4.77M 1.1%
64,393
+16,213
31
$4.59M 1.06%
34,992
+4,580
32
$4.37M 1.01%
50,646
+20,976
33
$4.28M 0.99%
125,139
-1,789
34
$4.26M 0.98%
+56,760
35
$4.24M 0.98%
53,123
+15,730
36
$3.96M 0.91%
116,442
+107,775
37
$3.73M 0.86%
51,103
+9,271
38
$3.66M 0.84%
+12,554
39
$3.66M 0.84%
27,757
+21,282
40
$3.58M 0.82%
70,919
+7,776
41
$3.49M 0.8%
26,799
+3,749
42
$3.47M 0.8%
37,764
+4,515
43
$3.45M 0.79%
110,979
+42,180
44
$3.25M 0.75%
157,101
+66,294
45
$3.11M 0.72%
+22,680
46
$3.1M 0.72%
23,652
+16,830
47
$3.1M 0.71%
23,471
+6,164
48
$2.94M 0.68%
25,171
+5,634
49
$2.94M 0.68%
65,128
+10,064
50
$2.93M 0.68%
15,066
+3,169
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