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
$661M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.98M
3
+$1.5M
4
SBUX icon
Starbucks
SBUX
+$848K
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$455K

Top Sells

1
+$12.9M
2
+$2.75M
3
+$1.44M
4
SHW icon
Sherwin-Williams
SHW
+$1.33M
5
CRM icon
Salesforce
CRM
+$1.24M

Sector Composition

1 Healthcare 17.92%
2 Technology 14.64%
3 Financials 11.63%
4 Consumer Discretionary 5.63%
5 Consumer Staples 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.24M 1.09%
218,457
+2,352
27
$7.05M 1.07%
139,992
+7,089
28
$6.99M 1.06%
42,241
+820
29
$6.95M 1.05%
43,006
+1,511
30
$6.79M 1.03%
219,100
+2,826
31
$6.19M 0.94%
25,121
+1,131
32
$6.04M 0.91%
71,948
+466
33
$5.85M 0.89%
171,157
+2,093
34
$5.79M 0.88%
56,218
+1,967
35
$5.75M 0.87%
27,695
+427
36
$5.34M 0.81%
112,100
+8,791
37
$4.81M 0.73%
86,040
-4,550
38
$4.74M 0.72%
26,810
-450
39
$4.61M 0.7%
117,001
-25
40
$4.6M 0.7%
71,035
+2,844
41
$4.54M 0.69%
46,269
+255
42
$4.46M 0.67%
52,494
+1,962
43
$4.38M 0.66%
9,903
-206
44
$4.27M 0.65%
20,164
+2
45
$4.21M 0.64%
23,454
-6,546
46
$4.09M 0.62%
31,657
+613
47
$4.02M 0.61%
46,241
+1,596
48
$3.8M 0.57%
17,745
-1,411
49
$3.8M 0.57%
33,713
+939
50
$3.64M 0.55%
71,330
+3,567
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