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
$469M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.13M
3
+$959K
4
ATRI
Atrion Corp
ATRI
+$676K
5
AMZN icon
Amazon
AMZN
+$521K

Top Sells

1
+$3.03M
2
+$1.8M
3
+$851K
4
CELG
Celgene Corp
CELG
+$677K
5
BA icon
Boeing
BA
+$616K

Sector Composition

1 Healthcare 24.42%
2 Financials 17.23%
3 Technology 16.36%
4 Communication Services 8.05%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.28%
14,961
+781
77
$1.31M 0.28%
45,137
-1,400
78
$1.15M 0.25%
107,486
+14,468
79
$1.15M 0.25%
3,340
-27
80
$1.12M 0.24%
5,666
+150
81
$1.12M 0.24%
4,646
+50
82
$1.11M 0.24%
935
-100
83
$1.11M 0.24%
10,025
-70
84
$1.07M 0.23%
11,288
-38
85
$1.07M 0.23%
3,633
+535
86
$1.06M 0.23%
4,618
-185
87
$1.05M 0.22%
17,300
+804
88
$1.03M 0.22%
14,835
-360
89
$1.01M 0.22%
18,014
-75
90
$1.01M 0.21%
4,735
91
$924K 0.2%
11,015
-275
92
$883K 0.19%
9,366
93
$871K 0.19%
36,727
+1,500
94
$853K 0.18%
9,733
-471
95
$852K 0.18%
5,020
+25
96
$787K 0.17%
13,800
97
$786K 0.17%
3,971
-370
98
$694K 0.15%
3,575
99
$676K 0.14%
+900
100
$644K 0.14%
4,364
+100
2 3
4
5 6