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
$407M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.45M
3
+$1.32M
4
EL icon
Estee Lauder
EL
+$705K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$704K

Top Sells

1
+$5.63M
2
+$2.77M
3
+$987K
4
DHR icon
Danaher
DHR
+$555K
5
CELG
Celgene Corp
CELG
+$537K

Sector Composition

1 Healthcare 22.86%
2 Financials 19.06%
3 Technology 14.88%
4 Industrials 9.35%
5 Energy 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 0.59%
41,711
+1,325
52
$2.34M 0.57%
84,962
-3,575
53
$2.3M 0.57%
29,070
+2,274
54
$2.27M 0.56%
+45,008
55
$2.25M 0.55%
12,166
+445
56
$2.03M 0.5%
15,998
-3,473
57
$2.02M 0.5%
70,608
+6,705
58
$1.99M 0.49%
55,850
-10,537
59
$1.97M 0.48%
17,542
-4
60
$1.91M 0.47%
29,663
-1,655
61
$1.9M 0.47%
27,755
-700
62
$1.88M 0.46%
38,575
+6,905
63
$1.88M 0.46%
27,212
-149
64
$1.81M 0.44%
18,060
+14,480
65
$1.75M 0.43%
37,007
+1,863
66
$1.74M 0.43%
21,903
-6,755
67
$1.64M 0.4%
14,936
+150
68
$1.58M 0.39%
28,581
-49,859
69
$1.58M 0.39%
5,147
-100
70
$1.57M 0.39%
11,762
+452
71
$1.56M 0.38%
15,877
+90
72
$1.55M 0.38%
17,618
+820
73
$1.54M 0.38%
19,943
-700
74
$1.46M 0.36%
26,428
-196
75
$1.44M 0.35%
31,849
-280
1 2
3
4 5