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
$469M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.13M
3
+$959K
4
ATRI
Atrion Corp
ATRI
+$676K
5
AMZN icon
Amazon
AMZN
+$521K

Top Sells

1
+$3.03M
2
+$1.8M
3
+$851K
4
CELG
Celgene Corp
CELG
+$677K
5
BA icon
Boeing
BA
+$616K

Sector Composition

1 Healthcare 24.42%
2 Financials 17.23%
3 Technology 16.36%
4 Communication Services 8.05%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.92M 0.62%
33,166
-1,440
52
$2.78M 0.59%
7,400
-300
53
$2.64M 0.56%
16,519
+7,052
54
$2.63M 0.56%
11,991
+40
55
$2.59M 0.55%
16,617
-1,138
56
$2.57M 0.55%
48,462
-256
57
$2.42M 0.52%
60,753
+8,760
58
$2.33M 0.5%
78,938
-1,408
59
$2.19M 0.47%
25,552
+132
60
$2.15M 0.46%
42,165
+6,334
61
$2.01M 0.43%
39,879
-899
62
$1.93M 0.41%
19,851
+121
63
$1.91M 0.41%
95,884
+1,183
64
$1.86M 0.4%
21,451
65
$1.8M 0.38%
28,005
+6,320
66
$1.7M 0.36%
22,241
-424
67
$1.68M 0.36%
22,551
-15
68
$1.66M 0.35%
30,104
+750
69
$1.64M 0.35%
4,209
+20
70
$1.63M 0.35%
16,882
+227
71
$1.55M 0.33%
12,080
-1,628
72
$1.52M 0.32%
9,740
-168
73
$1.47M 0.31%
13,171
+325
74
$1.42M 0.3%
9,358
-902
75
$1.37M 0.29%
14,585
+955
1 2
3
4 5