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
$904M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$16M
3
+$12.4M
4
CMG icon
Chipotle Mexican Grill
CMG
+$8.78M
5
GNRC icon
Generac Holdings
GNRC
+$3.74M

Top Sells

1
+$14.5M
2
+$13.4M
3
+$5.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.73M
5
LLY icon
Eli Lilly
LLY
+$3.72M

Sector Composition

1 Technology 21.76%
2 Healthcare 17.14%
3 Financials 12.98%
4 Consumer Discretionary 7.46%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.18M 0.68%
10,791
-2,034
52
$5.37M 0.59%
148,674
-14,320
53
$5.36M 0.59%
17,598
+993
54
$5.13M 0.57%
177,214
+43,358
55
$4.79M 0.53%
24,927
-2,715
56
$4.76M 0.53%
31,631
-3,433
57
$4.45M 0.49%
97,840
+7,596
58
$4.28M 0.47%
58,127
+1,306
59
$4.15M 0.46%
122,650
-18,084
60
$3.98M 0.44%
47,914
-2,159
61
$3.95M 0.44%
7,986
+7,307
62
$3.89M 0.43%
92,731
-6,957
63
$3.88M 0.43%
97,736
-63,821
64
$3.74M 0.41%
+23,555
65
$3.62M 0.4%
20,875
-948
66
$3.56M 0.39%
24,196
-2,750
67
$3.31M 0.37%
+170,839
68
$3.27M 0.36%
40,509
+25,284
69
$3.24M 0.36%
36,952
-2,419
70
$3.24M 0.36%
+49,957
71
$3.15M 0.35%
18,490
-7,959
72
$3.14M 0.35%
14,214
-880
73
$2.69M 0.3%
11,000
74
$2.62M 0.29%
9,480
-2,027
75
$2.61M 0.29%
4,579
-2,208
1 2
3
4 5