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
$430M
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.76M
3
+$1.18M
4
CIEN icon
Ciena
CIEN
+$667K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$387K

Top Sells

1
+$1.84M
2
+$518K
3
+$480K
4
RMD icon
ResMed
RMD
+$437K
5
TROW icon
T. Rowe Price
TROW
+$300K

Sector Composition

1 Healthcare 22.19%
2 Technology 21.57%
3 Financials 12.86%
4 Consumer Discretionary 8.39%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.57%
140,000
52
$2.4M 0.56%
32,611
-788
53
$2.38M 0.55%
6,519
+40
54
$2.25M 0.52%
74,124
-994
55
$2.23M 0.52%
7,361
+158
56
$2.22M 0.52%
23,752
-230
57
$2.14M 0.5%
11,656
+255
58
$2M 0.47%
20,419
+262
59
$1.99M 0.46%
87,118
+8,212
60
$1.92M 0.45%
5,927
-256
61
$1.9M 0.44%
30,777
+19,081
62
$1.79M 0.42%
42,630
-753
63
$1.79M 0.42%
37,005
+579
64
$1.77M 0.41%
+48,399
65
$1.76M 0.41%
+56,221
66
$1.72M 0.4%
45,770
-3,545
67
$1.68M 0.39%
32,904
+488
68
$1.6M 0.37%
27,193
-376
69
$1.57M 0.36%
17,148
-1,350
70
$1.53M 0.36%
6,194
+239
71
$1.49M 0.35%
22,926
-200
72
$1.45M 0.34%
9,825
-100
73
$1.41M 0.33%
10,081
+353
74
$1.35M 0.31%
11,717
+57
75
$1.28M 0.3%
6,926
+270
1 2
3
4 5