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
$432M
AUM Growth
+$38K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.6M
3
+$516K
4
ILMN icon
Illumina
ILMN
+$508K
5
INTC icon
Intel
INTC
+$474K

Top Sells

1
+$1.76M
2
+$1.48M
3
+$1.08M
4
ATRI
Atrion Corp
ATRI
+$767K
5
CHEF icon
Chefs' Warehouse
CHEF
+$603K

Sector Composition

1 Healthcare 23.65%
2 Financials 16.48%
3 Technology 15.65%
4 Communication Services 7.82%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.03M 0.7%
44,010
-1,799
52
$2.82M 0.65%
17,755
-256
53
$2.71M 0.63%
7,700
-135
54
$2.68M 0.62%
48,718
-1,074
55
$2.35M 0.54%
11,951
+265
56
$2.3M 0.53%
80,346
-1,897
57
$2.02M 0.47%
25,420
-1,105
58
$1.91M 0.44%
13,708
+1,497
59
$1.84M 0.43%
40,778
-1,740
60
$1.82M 0.42%
51,993
-515
61
$1.79M 0.42%
21,451
62
$1.68M 0.39%
19,730
+715
63
$1.63M 0.38%
4,189
+110
64
$1.62M 0.38%
29,354
+290
65
$1.6M 0.37%
+9,908
66
$1.55M 0.36%
94,701
-5,407
67
$1.53M 0.36%
28,741
-3,632
68
$1.53M 0.35%
35,831
-3,180
69
$1.51M 0.35%
22,665
-874
70
$1.49M 0.35%
10,260
-855
71
$1.45M 0.33%
16,655
+25
72
$1.42M 0.33%
22,566
-805
73
$1.33M 0.31%
46,537
-4,950
74
$1.33M 0.31%
9,467
-7,674
75
$1.31M 0.3%
12,846
-280
1 2
3
4 5