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
$642M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.53M
3
+$906K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$881K
5
KLAC icon
KLA
KLAC
+$876K

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1.07M
4
ADBE icon
Adobe
ADBE
+$962K
5
ISRG icon
Intuitive Surgical
ISRG
+$935K

Sector Composition

1 Healthcare 16.28%
2 Technology 14.73%
3 Financials 10.22%
4 Consumer Discretionary 5.37%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.57%
31,327
+1,303
52
$3.69M 0.57%
14,471
-2,204
53
$3.51M 0.55%
20,197
-2,663
54
$3.5M 0.54%
35,316
-3,028
55
$3.07M 0.48%
21,202
-1,934
56
$3.06M 0.48%
21,492
-763
57
$3.05M 0.48%
38,125
-376
58
$3.04M 0.47%
14,472
-2,209
59
$3M 0.47%
41,563
+2,506
60
$2.96M 0.46%
70,257
-1,541
61
$2.96M 0.46%
64,720
+2,010
62
$2.95M 0.46%
41,214
+949
63
$2.81M 0.44%
1,310
+42
64
$2.8M 0.44%
15,619
-986
65
$2.75M 0.43%
30,198
-4,545
66
$2.65M 0.41%
62,645
+2,400
67
$2.61M 0.41%
64,425
-2,703
68
$2.61M 0.41%
34,129
-2,509
69
$2.6M 0.41%
18,791
+1,672
70
$2.5M 0.39%
10,135
-249
71
$2.46M 0.38%
27,365
-3,469
72
$2.44M 0.38%
39,223
+2,071
73
$2.36M 0.37%
16,434
-1,065
74
$2.31M 0.36%
11,018
+18
75
$2.27M 0.35%
32,558
-644
1 2
3
4 5