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
$835M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.75M
3
+$3.65M
4
BKR icon
Baker Hughes
BKR
+$3.15M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.1M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$4.52M
4
WY icon
Weyerhaeuser
WY
+$3.4M
5
DIS icon
Walt Disney
DIS
+$1.78M

Sector Composition

1 Technology 20.64%
2 Healthcare 16.07%
3 Financials 11.75%
4 Consumer Discretionary 7.78%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.81M 1.17%
39,276
+5,276
27
$9.69M 1.16%
188,887
-89,655
28
$9.55M 1.14%
64,622
-800
29
$9.38M 1.12%
253,127
+39,905
30
$9.32M 1.12%
18,830
+826
31
$9.25M 1.11%
69,800
-2,460
32
$9.17M 1.1%
105,193
-923
33
$9.07M 1.09%
55,071
+15,838
34
$8.26M 0.99%
196,193
+837
35
$8.24M 0.99%
27,370
+3,941
36
$8.09M 0.97%
46,234
+1,396
37
$8.05M 0.96%
85,489
+20,810
38
$7.83M 0.94%
30,640
+8,178
39
$7.71M 0.92%
84,321
+20,574
40
$7.49M 0.9%
150,037
+29,286
41
$7.37M 0.88%
37,227
+8,334
42
$7.29M 0.87%
2,311
+688
43
$7.25M 0.87%
171,404
+48,931
44
$7.15M 0.86%
213,551
+93,947
45
$7.03M 0.84%
20,240
+2,237
46
$7.01M 0.84%
127,826
+53,248
47
$6.93M 0.83%
135,692
-4,031
48
$6.81M 0.82%
6,692
+1,979
49
$6.65M 0.8%
51,030
+10,455
50
$6.64M 0.8%
39,892
+14,574
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