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
$434M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.67M
3
+$3.66M
4
CRM icon
Salesforce
CRM
+$3.11M
5
XLNX
Xilinx Inc
XLNX
+$2.89M

Top Sells

1
+$3.5M
2
+$2.29M
3
+$1.92M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.67M

Sector Composition

1 Healthcare 24.62%
2 Financials 17.24%
3 Technology 15.62%
4 Communication Services 8.4%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.92M 0.67%
62,093
-16,141
52
$2.89M 0.67%
+33,969
53
$2.81M 0.65%
30,722
+13,492
54
$2.67M 0.62%
41,510
+6,430
55
$2.59M 0.6%
23,967
+5,645
56
$2.57M 0.59%
16,784
+2,849
57
$2.48M 0.57%
14,126
-19,941
58
$2.27M 0.52%
21,041
-12,959
59
$2.22M 0.51%
35,450
+8,120
60
$2.09M 0.48%
69,155
-6,972
61
$2.08M 0.48%
96,739
-26,238
62
$1.96M 0.45%
37,500
+32,460
63
$1.95M 0.45%
12,083
-2,915
64
$1.94M 0.45%
29,526
-7,420
65
$1.85M 0.43%
31,022
+4,146
66
$1.76M 0.41%
13,664
-734
67
$1.76M 0.41%
20,406
+3,539
68
$1.75M 0.4%
40,291
-19,365
69
$1.67M 0.38%
23,076
+200
70
$1.6M 0.37%
40,305
+2,815
71
$1.58M 0.36%
19,987
+2,269
72
$1.55M 0.36%
49,910
-8,203
73
$1.54M 0.36%
14,169
+2,564
74
$1.44M 0.33%
27,656
+1,599
75
$1.43M 0.33%
5,827
+755
1 2
3
4 5