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
$320M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$4.27M
3
+$2.94M
4
MDT icon
Medtronic
MDT
+$2.67M
5
RMD icon
ResMed
RMD
+$2.05M

Top Sells

1
+$754K
2
+$625K
3
+$460K
4
CTXS
Citrix Systems Inc
CTXS
+$433K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$421K

Sector Composition

1 Healthcare 30.14%
2 Financials 19.58%
3 Technology 13.71%
4 Energy 8.23%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.62%
50,987
+8,887
52
$1.99M 0.62%
75,515
+2,075
53
$1.97M 0.62%
27,000
+12,500
54
$1.96M 0.61%
25,000
55
$1.78M 0.56%
49,373
-10,825
56
$1.74M 0.54%
27,774
+30
57
$1.59M 0.5%
19,725
-25
58
$1.51M 0.47%
35,550
+700
59
$1.51M 0.47%
24,055
+12,115
60
$1.41M 0.44%
9,151
+966
61
$1.36M 0.42%
23,868
-7,375
62
$1.32M 0.41%
6,620
-1,350
63
$1.18M 0.37%
3,000
+1,000
64
$1.18M 0.37%
24,057
-1,100
65
$1.11M 0.35%
11,640
+1,980
66
$1.09M 0.34%
15,682
+1,812
67
$1.08M 0.34%
6,805
-450
68
$1.07M 0.34%
19,880
+4,370
69
$1.05M 0.33%
12,422
-1,070
70
$1.03M 0.32%
132,549
-300
71
$948K 0.3%
15,610
+711
72
$945K 0.3%
10,817
+475
73
$932K 0.29%
57,978
-340
74
$905K 0.28%
+16,885
75
$901K 0.28%
8,240
-2,585
1 2
3
4 5