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
$432M
AUM Growth
+$38K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.6M
3
+$516K
4
ILMN icon
Illumina
ILMN
+$508K
5
INTC icon
Intel
INTC
+$474K

Top Sells

1
+$1.76M
2
+$1.48M
3
+$1.08M
4
ATRI
Atrion Corp
ATRI
+$767K
5
CHEF icon
Chefs' Warehouse
CHEF
+$603K

Sector Composition

1 Healthcare 23.65%
2 Financials 16.48%
3 Technology 15.65%
4 Communication Services 7.82%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.29%
3,367
-100
77
$1.21M 0.28%
14,180
+790
78
$1.18M 0.27%
5,516
-85
79
$1.16M 0.27%
13,630
+6,055
80
$1.12M 0.26%
1,035
-1
81
$1.1M 0.25%
21,685
+5
82
$1.05M 0.24%
18,089
-600
83
$995K 0.23%
4,803
-350
84
$991K 0.23%
15,195
-500
85
$978K 0.23%
93,018
+4,359
86
$974K 0.23%
10,095
-400
87
$961K 0.22%
16,496
-792
88
$906K 0.21%
4,341
-350
89
$898K 0.21%
10,204
-227
90
$894K 0.21%
4,735
-260
91
$893K 0.21%
3,098
+515
92
$889K 0.21%
4,596
-249
93
$879K 0.2%
11,290
94
$859K 0.2%
11,326
-1,150
95
$848K 0.2%
35,227
+4,802
96
$805K 0.19%
45,795
+1,825
97
$805K 0.19%
9,366
98
$790K 0.18%
13,800
+150
99
$789K 0.18%
4,995
-371
100
$677K 0.16%
6,816
-510
2 3
4
5 6