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
$432M
AUM Growth
+$38K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.6M
3
+$516K
4
ILMN icon
Illumina
ILMN
+$508K
5
INTC icon
Intel
INTC
+$474K

Top Sells

1
+$1.76M
2
+$1.48M
3
+$1.08M
4
ATRI
Atrion Corp
ATRI
+$767K
5
CHEF icon
Chefs' Warehouse
CHEF
+$603K

Sector Composition

1 Healthcare 23.65%
2 Financials 16.48%
3 Technology 15.65%
4 Communication Services 7.82%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.07M 1.17%
23,313
+253
27
$5.03M 1.17%
38,907
-1,012
28
$5M 1.16%
29,067
+560
29
$4.84M 1.12%
51,574
+160
30
$4.7M 1.09%
170,100
-500
31
$4.61M 1.07%
53,160
-260
32
$4.58M 1.06%
15,488
+1,717
33
$4.57M 1.06%
121,771
+2,694
34
$4.49M 1.04%
63,603
-1,217
35
$4.45M 1.03%
44,435
+370
36
$4.36M 1.01%
29,386
+1,615
37
$4.34M 1.01%
21,820
-2
38
$4.34M 1.01%
33,885
+1,250
39
$4.3M 1%
26,667
-325
40
$4.19M 0.97%
43,741
-183
41
$4.07M 0.94%
34,283
+495
42
$4.03M 0.93%
22,005
-159
43
$3.73M 0.86%
46,470
+1,745
44
$3.69M 0.85%
29,654
-646
45
$3.63M 0.84%
63,797
-1,495
46
$3.52M 0.82%
36,734
+638
47
$3.47M 0.8%
87,819
-1,410
48
$3.26M 0.76%
19,261
+216
49
$3.2M 0.74%
138,747
-14,244
50
$3.06M 0.71%
34,606
-135
1
2
3 4 5