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
$430M
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.76M
3
+$1.18M
4
CIEN icon
Ciena
CIEN
+$667K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$387K

Top Sells

1
+$1.84M
2
+$518K
3
+$480K
4
RMD icon
ResMed
RMD
+$437K
5
TROW icon
T. Rowe Price
TROW
+$300K

Sector Composition

1 Healthcare 22.19%
2 Technology 21.57%
3 Financials 12.86%
4 Consumer Discretionary 8.39%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.14M 1.19%
47,838
+83
27
$5.04M 1.17%
84,226
-2,201
28
$4.94M 1.15%
44,328
-480
29
$4.83M 1.12%
139,582
+908
30
$4.73M 1.1%
101,490
-548
31
$4.73M 1.1%
199,157
+13,758
32
$4.71M 1.09%
151,776
+2,728
33
$4.64M 1.08%
47,280
-280
34
$4.63M 1.08%
118,877
-1,092
35
$4.51M 1.05%
23,412
-18
36
$4.17M 0.97%
21,901
+206
37
$3.96M 0.92%
20,962
-377
38
$3.89M 0.9%
52,733
+555
39
$3.85M 0.9%
328,866
-4,000
40
$3.77M 0.88%
47,220
+396
41
$3.72M 0.87%
25,729
+1,371
42
$3.63M 0.85%
24,417
-730
43
$3.35M 0.78%
84,039
-1,767
44
$3.34M 0.78%
143,622
+12,054
45
$3.33M 0.78%
27,893
+29
46
$3.04M 0.71%
26,388
-3,791
47
$2.84M 0.66%
63,422
+7,027
48
$2.75M 0.64%
27,960
+649
49
$2.65M 0.62%
29,757
-313
50
$2.52M 0.59%
45,580
-451
1
2
3 4 5