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
$361M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.23M
3
+$1.52M
4
COST icon
Costco
COST
+$1.02M
5
LMT icon
Lockheed Martin
LMT
+$769K

Top Sells

1
+$6.46M
2
+$4.98M
3
+$1.59M
4
RMD icon
ResMed
RMD
+$1.25M
5
LLY icon
Eli Lilly
LLY
+$1.08M

Sector Composition

1 Healthcare 23.7%
2 Technology 19.74%
3 Financials 14.12%
4 Communication Services 8.5%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.19M 0.61%
75,118
+14,365
52
$2.18M 0.6%
30,070
-5,236
53
$2.14M 0.59%
56,395
-4,766
54
$2.13M 0.59%
27,311
-13,063
55
$2.05M 0.57%
7,203
+3,570
56
$1.93M 0.53%
23,982
+9,021
57
$1.74M 0.48%
78,906
-32
58
$1.7M 0.47%
11,401
-6,248
59
$1.63M 0.45%
6,183
-1,217
60
$1.62M 0.45%
32,416
+2,312
61
$1.54M 0.43%
27,569
-436
62
$1.53M 0.42%
11,696
-295
63
$1.52M 0.42%
49,315
-34,897
64
$1.52M 0.42%
20,157
+306
65
$1.46M 0.4%
18,498
-2,953
66
$1.41M 0.39%
9,925
-100
67
$1.37M 0.38%
23,126
+575
68
$1.34M 0.37%
43,383
-15,407
69
$1.24M 0.34%
36,426
-5,739
70
$1.24M 0.34%
11,660
-420
71
$1.18M 0.33%
9,728
+370
72
$1.13M 0.31%
5,955
+1,220
73
$1.11M 0.31%
11,618
-4,901
74
$1.1M 0.3%
6,656
+990
75
$1.08M 0.3%
111,198
+3,712
1 2
3
4 5