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
$738M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.77M
3
+$2.38M
4
GTLS icon
Chart Industries
GTLS
+$1.98M
5
URI icon
United Rentals
URI
+$1.38M

Top Sells

1
+$6.31M
2
+$5.53M
3
+$3.46M
4
WMT icon
Walmart
WMT
+$3.38M
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$2.64M

Sector Composition

1 Technology 20.12%
2 Healthcare 15.78%
3 Financials 9.83%
4 Consumer Discretionary 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.5M 0.61%
28,623
-342
52
$4.44M 0.6%
15,457
-2,064
53
$4.36M 0.59%
26,575
+6,871
54
$4.33M 0.59%
9,050
-418
55
$4.29M 0.58%
1,721
+274
56
$4.06M 0.55%
24,559
-1,306
57
$3.64M 0.49%
93,801
+71,255
58
$3.59M 0.49%
21,120
-1,284
59
$3.55M 0.48%
105,959
-49,890
60
$3.55M 0.48%
39,561
-6,735
61
$3.54M 0.48%
29,720
-840
62
$3.5M 0.47%
47,165
+1,860
63
$3.44M 0.47%
22,652
-919
64
$3.24M 0.44%
39,968
+1,172
65
$3.24M 0.44%
15,604
-967
66
$3.18M 0.43%
107,348
+21,190
67
$3.03M 0.41%
71,298
+3,159
68
$3M 0.41%
41,159
+1,450
69
$2.96M 0.4%
9,919
-97
70
$2.95M 0.4%
15,216
-2,437
71
$2.86M 0.39%
76,834
-28,528
72
$2.78M 0.38%
12,656
-512
73
$2.72M 0.37%
51,894
-64,518
74
$2.68M 0.36%
26,906
-1,309
75
$2.68M 0.36%
22,061
+2,147
1 2
3
4 5