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
$642M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.53M
3
+$906K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$881K
5
KLAC icon
KLA
KLAC
+$876K

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1.07M
4
ADBE icon
Adobe
ADBE
+$962K
5
ISRG icon
Intuitive Surgical
ISRG
+$935K

Sector Composition

1 Healthcare 16.28%
2 Technology 14.73%
3 Financials 10.22%
4 Consumer Discretionary 5.37%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.6M 1.03%
212,066
-3,064
27
$6.5M 1.01%
199,235
+172,780
28
$6.46M 1.01%
41,626
-2,967
29
$6.15M 0.96%
123,268
+14,467
30
$6.11M 0.95%
210,188
+11,810
31
$5.94M 0.93%
117,081
-1,127
32
$5.69M 0.89%
23,197
-326
33
$5.66M 0.88%
52,823
+2,168
34
$5.36M 0.83%
33,213
-1,721
35
$5.2M 0.81%
165,421
+7,642
36
$5.11M 0.8%
19,999
-971
37
$5.07M 0.79%
25,757
-1,028
38
$5.06M 0.79%
30,679
-1,940
39
$4.59M 0.72%
20,521
-769
40
$4.53M 0.71%
93,230
-22,050
41
$4.35M 0.68%
10,516
-514
42
$4.34M 0.68%
24,477
-635
43
$4.29M 0.67%
56,167
+7,407
44
$4.13M 0.64%
43,794
-338
45
$4.1M 0.64%
96,201
+10,495
46
$4.03M 0.63%
29,339
+1,826
47
$4.03M 0.63%
17,760
-688
48
$3.96M 0.62%
45,283
+2,026
49
$3.75M 0.58%
69,034
+4,662
50
$3.74M 0.58%
49,191
-3,109
1
2
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