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
$575M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$957K
3
+$627K
4
CIEN icon
Ciena
CIEN
+$588K
5
XOM icon
Exxon Mobil
XOM
+$394K

Top Sells

1
+$3.85M
2
+$2.98M
3
+$2.92M
4
CSX icon
CSX Corp
CSX
+$2.91M
5
RMD icon
ResMed
RMD
+$2.24M

Sector Composition

1 Healthcare 21.11%
2 Technology 20.53%
3 Financials 13.53%
4 Communication Services 9.1%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.12M 0.54%
26,120
+2,894
52
$3.1M 0.54%
54,453
+10,340
53
$3.06M 0.53%
95,292
-90,861
54
$2.92M 0.51%
140,000
55
$2.85M 0.5%
21,114
-3,185
56
$2.75M 0.48%
35,396
-5,400
57
$2.71M 0.47%
11,000
-9,098
58
$2.61M 0.45%
24,880
-1,408
59
$2.37M 0.41%
5,992
-1,410
60
$2.27M 0.39%
37,279
-5,657
61
$2.26M 0.39%
4,602
-140
62
$2.23M 0.39%
85,614
+3,066
63
$2.07M 0.36%
33,179
+1,525
64
$2.07M 0.36%
8,626
-547
65
$2M 0.35%
15,208
+272
66
$1.94M 0.34%
62,450
+4,900
67
$1.9M 0.33%
47,412
-6,768
68
$1.87M 0.33%
4,942
-1,980
69
$1.82M 0.32%
157,786
+7,300
70
$1.74M 0.3%
79,829
+543
71
$1.73M 0.3%
10,482
+1,882
72
$1.73M 0.3%
17,990
-298
73
$1.66M 0.29%
4,677
-8,248
74
$1.64M 0.29%
11,712
-518
75
$1.63M 0.28%
13,067
+385
1 2
3
4 5