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
$407M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.45M
3
+$1.32M
4
EL icon
Estee Lauder
EL
+$705K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$704K

Top Sells

1
+$5.63M
2
+$2.77M
3
+$987K
4
DHR icon
Danaher
DHR
+$555K
5
CELG
Celgene Corp
CELG
+$537K

Sector Composition

1 Healthcare 22.86%
2 Financials 19.06%
3 Technology 14.88%
4 Industrials 9.35%
5 Energy 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.35%
108,320
77
$1.4M 0.34%
22,876
-1,262
78
$1.37M 0.34%
19,536
+903
79
$1.36M 0.33%
23,472
-75
80
$1.27M 0.31%
11,505
+65
81
$1.27M 0.31%
12,130
-125
82
$1.27M 0.31%
19,414
-6,014
83
$1.24M 0.3%
4,180
-250
84
$1.14M 0.28%
22,380
+3,424
85
$1.13M 0.28%
15,442
+935
86
$1.1M 0.27%
30,222
+7,135
87
$933K 0.23%
6,864
+246
88
$872K 0.21%
21,267
-1,050
89
$855K 0.21%
11,733
+485
90
$848K 0.21%
5,410
+345
91
$802K 0.2%
19,212
-292
92
$799K 0.2%
10,160
93
$746K 0.18%
89,520
+84,480
94
$744K 0.18%
5,484
-70
95
$691K 0.17%
16,087
-127
96
$668K 0.16%
23,381
-125
97
$627K 0.15%
23,138
+1,878
98
$627K 0.15%
12,525
-1,025
99
$596K 0.15%
4,303
-250
100
$579K 0.14%
8,365
-150
2 3
4
5 6