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
$469M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.13M
3
+$959K
4
ATRI
Atrion Corp
ATRI
+$676K
5
AMZN icon
Amazon
AMZN
+$521K

Top Sells

1
+$3.03M
2
+$1.8M
3
+$851K
4
CELG
Celgene Corp
CELG
+$677K
5
BA icon
Boeing
BA
+$616K

Sector Composition

1 Healthcare 24.42%
2 Financials 17.23%
3 Technology 16.36%
4 Communication Services 8.05%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 1.18%
29,424
+357
27
$5.43M 1.16%
58,800
+5,640
28
$5.28M 1.13%
167,180
-2,920
29
$5.19M 1.11%
16,089
+601
30
$5.18M 1.11%
108,075
+398
31
$5.16M 1.1%
50,967
-607
32
$5.06M 1.08%
45,402
+967
33
$4.95M 1.06%
30,409
+1,023
34
$4.9M 1.05%
130,381
+8,610
35
$4.74M 1.01%
84,212
+55,471
36
$4.74M 1.01%
34,811
+926
37
$4.61M 0.98%
22,299
+479
38
$4.5M 0.96%
26,417
-250
39
$4.34M 0.93%
22,314
+309
40
$4.27M 0.91%
61,161
-2,442
41
$4.25M 0.91%
35,306
+1,023
42
$4.25M 0.91%
48,945
+2,475
43
$4.09M 0.87%
17,785
-7,821
44
$4.08M 0.87%
44,719
+978
45
$3.95M 0.84%
40,374
+3,640
46
$3.82M 0.82%
58,790
-5,007
47
$3.66M 0.78%
29,274
-380
48
$3.63M 0.78%
20,524
+1,263
49
$3.42M 0.73%
86,454
-1,365
50
$3.35M 0.71%
138,762
+15
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2
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