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
$835M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.75M
3
+$3.65M
4
BKR icon
Baker Hughes
BKR
+$3.15M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.1M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$4.52M
4
WY icon
Weyerhaeuser
WY
+$3.4M
5
DIS icon
Walt Disney
DIS
+$1.78M

Sector Composition

1 Technology 20.64%
2 Healthcare 16.07%
3 Financials 11.75%
4 Consumer Discretionary 7.78%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.54M 0.78%
35,555
+217
52
$6.3M 0.76%
50,051
-758
53
$6.17M 0.74%
75,512
-820
54
$5.57M 0.67%
11,476
-1,349
55
$5.52M 0.66%
153,662
-94,655
56
$4.74M 0.57%
67,707
+15,096
57
$4.44M 0.53%
15,762
-843
58
$4.26M 0.51%
237,727
+42,970
59
$4.11M 0.49%
108,278
-32,609
60
$4.04M 0.48%
25,593
-1,178
61
$3.84M 0.46%
50,268
+195
62
$3.82M 0.46%
88,644
-1,600
63
$3.8M 0.46%
76,893
+12,915
64
$3.64M 0.44%
131,025
+5,919
65
$3.57M 0.43%
37,843
-1,528
66
$3.51M 0.42%
21,605
-43
67
$3.31M 0.4%
40,514
-136,988
68
$3.24M 0.39%
5,816
-971
69
$3.06M 0.37%
60,268
-88,990
70
$2.87M 0.34%
18,406
+2,216
71
$2.81M 0.34%
14,729
-365
72
$2.65M 0.32%
43,993
-1,682
73
$2.63M 0.32%
20,940
-5,509
74
$2.56M 0.31%
10,255
-1,052
75
$2.54M 0.3%
19,941
-582
1 2
3
4 5