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
$575M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$957K
3
+$627K
4
CIEN icon
Ciena
CIEN
+$588K
5
XOM icon
Exxon Mobil
XOM
+$394K

Top Sells

1
+$3.85M
2
+$2.98M
3
+$2.92M
4
CSX icon
CSX Corp
CSX
+$2.91M
5
RMD icon
ResMed
RMD
+$2.24M

Sector Composition

1 Healthcare 21.11%
2 Technology 20.53%
3 Financials 13.53%
4 Communication Services 9.1%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.72M 1.17%
140,890
-16,850
27
$6.53M 1.13%
114,457
-2,283
28
$6.26M 1.09%
22,985
-4,288
29
$6.25M 1.09%
19,635
-1,341
30
$6.17M 1.07%
39,955
-5,876
31
$6.1M 1.06%
22,583
-1,943
32
$5.98M 1.04%
13,974
-8,988
33
$5.41M 0.94%
24,676
-1,629
34
$5.25M 0.91%
83,201
+6,252
35
$5.09M 0.88%
17,065
+709
36
$5.01M 0.87%
127,976
-10,883
37
$4.87M 0.85%
22,491
-1,381
38
$4.83M 0.84%
29,305
-3,075
39
$4.58M 0.8%
49,903
+850
40
$4.28M 0.74%
172,831
-2,850
41
$4.15M 0.72%
37,132
+1,734
42
$4.13M 0.72%
20,770
-1,756
43
$3.93M 0.68%
39,839
-575
44
$3.93M 0.68%
27,152
-1,055
45
$3.91M 0.68%
73,756
-10,610
46
$3.79M 0.66%
120,931
+6,762
47
$3.69M 0.64%
78,549
-8,400
48
$3.53M 0.61%
22,863
+1,018
49
$3.47M 0.6%
61,741
-5,313
50
$3.19M 0.55%
41,016
-8,409
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