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
$904M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$16M
3
+$12.4M
4
CMG icon
Chipotle Mexican Grill
CMG
+$8.78M
5
GNRC icon
Generac Holdings
GNRC
+$3.74M

Top Sells

1
+$14.5M
2
+$13.4M
3
+$5.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.73M
5
LLY icon
Eli Lilly
LLY
+$3.72M

Sector Composition

1 Technology 21.76%
2 Healthcare 17.14%
3 Financials 12.98%
4 Consumer Discretionary 7.46%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 1.2%
39,586
+5,138
27
$10.9M 1.2%
39,743
+12,294
28
$10.5M 1.16%
25,810
-7,423
29
$9.41M 1.04%
207,646
+12,290
30
$9.39M 1.04%
104,337
-1,779
31
$8.96M 0.99%
155,527
+152,380
32
$8.83M 0.98%
255,765
+19,642
33
$8.75M 0.97%
56,842
-8,580
34
$8.53M 0.94%
2,705
+718
35
$8.22M 0.91%
45,270
+12,411
36
$8.2M 0.91%
7,893
+1,880
37
$8.18M 0.91%
171,472
+24,169
38
$7.81M 0.86%
74,960
-699
39
$7.81M 0.86%
62,872
+15,339
40
$7.66M 0.85%
20,061
+333
41
$7.49M 0.83%
59,308
+12,932
42
$7.33M 0.81%
143,702
+3,979
43
$7.27M 0.81%
362,651
+156,504
44
$7.24M 0.8%
36,115
+777
45
$7.06M 0.78%
114,632
+39,754
46
$6.65M 0.74%
49,135
-1,674
47
$6.61M 0.73%
67,804
-8,113
48
$6.53M 0.72%
72,198
-4,134
49
$6.52M 0.72%
122,418
-17,193
50
$6.27M 0.69%
36,868
-9,800
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