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
$430M
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.76M
3
+$1.18M
4
CIEN icon
Ciena
CIEN
+$667K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$387K

Top Sells

1
+$1.84M
2
+$518K
3
+$480K
4
RMD icon
ResMed
RMD
+$437K
5
TROW icon
T. Rowe Price
TROW
+$300K

Sector Composition

1 Healthcare 22.19%
2 Technology 21.57%
3 Financials 12.86%
4 Consumer Discretionary 8.39%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.3%
15,124
-115
77
$1.24M 0.29%
20,008
-12
78
$1.18M 0.28%
116,118
+4,920
79
$1.17M 0.27%
11,143
-475
80
$1.13M 0.26%
78,058
+4,292
81
$1.07M 0.25%
19,652
-100
82
$1.06M 0.25%
27,447
-249
83
$971K 0.23%
861
-62
84
$954K 0.22%
15,888
-616
85
$935K 0.22%
3,040
-50
86
$870K 0.2%
8,367
+93
87
$848K 0.2%
4,292
-75
88
$817K 0.19%
14,200
+400
89
$807K 0.19%
38,350
-1,650
90
$800K 0.19%
11,175
+137
91
$773K 0.18%
29,862
-2,450
92
$771K 0.18%
3,268
-369
93
$742K 0.17%
8,291
+125
94
$710K 0.17%
5,606
-32
95
$667K 0.16%
+12,315
96
$661K 0.15%
38,457
+3,353
97
$647K 0.15%
3,816
-100
98
$625K 0.15%
10,275
-250
99
$567K 0.13%
3,245
100
$563K 0.13%
7,826
-41
2 3
4
5 6