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
$320M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$4.27M
3
+$2.94M
4
MDT icon
Medtronic
MDT
+$2.67M
5
RMD icon
ResMed
RMD
+$2.05M

Top Sells

1
+$754K
2
+$625K
3
+$460K
4
CTXS
Citrix Systems Inc
CTXS
+$433K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$421K

Sector Composition

1 Healthcare 30.14%
2 Financials 19.58%
3 Technology 13.71%
4 Energy 8.23%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$880K 0.27%
+5,000
77
$842K 0.26%
9,559
+558
78
$838K 0.26%
17,074
-425
79
$728K 0.23%
10,875
+25
80
$721K 0.23%
24,455
+346
81
$699K 0.22%
7,355
-2,105
82
$691K 0.22%
15,925
+775
83
$681K 0.21%
27,804
+4
84
$676K 0.21%
9,566
+893
85
$667K 0.21%
+5,470
86
$665K 0.21%
+5,750
87
$661K 0.21%
19,651
-969
88
$617K 0.19%
+9,319
89
$615K 0.19%
+3,609
90
$614K 0.19%
6,688
-200
91
$567K 0.18%
1,638
92
$558K 0.17%
9,436
+2,400
93
$549K 0.17%
16,833
+381
94
$529K 0.17%
17,578
95
$525K 0.16%
+12,200
96
$521K 0.16%
7,963
-50
97
$516K 0.16%
15,796
+225
98
$514K 0.16%
12,278
99
$505K 0.16%
2,715
+370
100
$468K 0.15%
+6,087
2 3
4
5 6