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
$738M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$2.86M
2 +$2.77M
3 +$2.38M
4
GTLS icon
Chart Industries
GTLS
+$1.98M
5
URI icon
United Rentals
URI
+$1.38M

Sector Composition

1 Technology 20.12%
2 Healthcare 15.78%
3 Financials 9.83%
4 Consumer Discretionary 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$8.31M 1.13%
62,629
+2,345
27
$8.19M 1.11%
38,474
+1,333
28
$7.73M 1.05%
226,592
+10,789
29
$7.68M 1.04%
151,184
+5,009
30
$7.17M 0.97%
30,182
-26,550
31
$6.82M 0.92%
78,620
-1,900
32
$6.75M 0.91%
235,420
+12,499
33
$6.5M 0.88%
13,404
+1,436
34
$6.38M 0.86%
123,383
+4,454
35
$6.34M 0.86%
188,184
+10,491
36
$6.04M 0.82%
28,596
-890
37
$6.03M 0.82%
34,617
+7,191
38
$5.88M 0.8%
59,406
+11,744
39
$5.87M 0.8%
34,594
+1,801
40
$5.82M 0.79%
43,226
+867
41
$5.59M 0.76%
21,043
+398
42
$5.52M 0.75%
64,656
+6,442
43
$5.45M 0.74%
12,246
+3,105
44
$5.36M 0.73%
49,907
+2,049
45
$5.16M 0.7%
79,258
+2,753
46
$4.95M 0.67%
30,994
+12,377
47
$4.88M 0.66%
133,177
-11,853
48
$4.78M 0.65%
39,010
+2,981
49
$4.69M 0.64%
109,650
+10,300
50
$4.53M 0.61%
22,809
+1,882