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
$837M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.93M
3
+$3.91M
4
CBRE icon
CBRE Group
CBRE
+$2.99M
5
TRMB icon
Trimble
TRMB
+$2.77M

Top Sells

1
+$5.76M
2
+$5.23M
3
+$3.03M
4
ILMN icon
Illumina
ILMN
+$2.29M
5
LEN icon
Lennar Class A
LEN
+$1.4M

Sector Composition

1 Technology 20.77%
2 Healthcare 16.25%
3 Financials 13.52%
4 Consumer Discretionary 7.21%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.21%
20,281
-50
27
$9.94M 1.19%
59,374
-3,059
28
$9.53M 1.14%
46,507
-496
29
$9.26M 1.11%
103,073
-352
30
$9.23M 1.1%
14,728
+1,183
31
$8.69M 1.04%
173,114
+21,517
32
$8.51M 1.02%
23,213
-2,061
33
$8.4M 1%
58,218
+1,518
34
$7.99M 0.95%
68,459
-778
35
$7.94M 0.95%
54,381
-2,902
36
$7.88M 0.94%
7,980
+531
37
$7.72M 0.92%
151,134
+5,143
38
$7.66M 0.92%
30,808
+17,596
39
$7.35M 0.88%
119,144
+951
40
$7.13M 0.85%
36,129
-353
41
$6.84M 0.82%
69,743
+4,631
42
$6.78M 0.81%
189,262
+28,882
43
$6.77M 0.81%
70,223
-1,841
44
$6.74M 0.81%
229,106
-26,787
45
$6.3M 0.75%
42,014
+434
46
$6.25M 0.75%
55,890
-2,170
47
$6.18M 0.74%
47,118
-2,674
48
$6.15M 0.74%
17,626
-1,801
49
$5.89M 0.7%
97,543
-1,687
50
$5.67M 0.68%
128,941
-6,195
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