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
$837M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.93M
3
+$3.91M
4
CBRE icon
CBRE Group
CBRE
+$2.99M
5
TRMB icon
Trimble
TRMB
+$2.77M

Top Sells

1
+$5.76M
2
+$5.23M
3
+$3.03M
4
ILMN icon
Illumina
ILMN
+$2.29M
5
LEN icon
Lennar Class A
LEN
+$1.4M

Sector Composition

1 Technology 20.77%
2 Healthcare 16.25%
3 Financials 13.52%
4 Consumer Discretionary 7.21%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.4M 0.64%
17,274
-162
52
$4.86M 0.58%
62,087
+3,974
53
$4.84M 0.58%
118,858
+11,048
54
$4.83M 0.58%
25,556
+722
55
$4.71M 0.56%
8,628
+950
56
$4.5M 0.54%
34,446
+22,883
57
$4.17M 0.5%
61,390
-114
58
$3.97M 0.47%
48,661
-60
59
$3.94M 0.47%
94,200
+3,249
60
$3.93M 0.47%
+59,907
61
$3.81M 0.46%
22,772
-259
62
$3.72M 0.44%
30,929
-2,410
63
$3.72M 0.44%
89,143
-7,485
64
$3.61M 0.43%
123,221
+5,068
65
$3.55M 0.42%
177,260
+11,877
66
$3.42M 0.41%
38,962
-138
67
$3.35M 0.4%
32,633
-56,059
68
$3.18M 0.38%
33,991
-4,037
69
$3.16M 0.38%
18,556
-723
70
$2.77M 0.33%
+42,130
71
$2.54M 0.3%
8,305
-1,075
72
$2.46M 0.29%
11,000
73
$2.41M 0.29%
+9,469
74
$2.4M 0.29%
19,691
+3,391
75
$2.38M 0.28%
46,244
1 2
3
4 5