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
$575M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$957K
3
+$627K
4
CIEN icon
Ciena
CIEN
+$588K
5
XOM icon
Exxon Mobil
XOM
+$394K

Top Sells

1
+$3.85M
2
+$2.98M
3
+$2.92M
4
CSX icon
CSX Corp
CSX
+$2.91M
5
RMD icon
ResMed
RMD
+$2.24M

Sector Composition

1 Healthcare 21.11%
2 Technology 20.53%
3 Financials 13.53%
4 Communication Services 9.1%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.28%
13,889
-754
77
$1.6M 0.28%
19,181
-2,050
78
$1.59M 0.28%
23,753
-1,150
79
$1.44M 0.25%
6,248
-695
80
$1.44M 0.25%
964
+71
81
$1.33M 0.23%
18,206
-4,648
82
$1.2M 0.21%
3,172
-300
83
$1.16M 0.2%
13,535
-1,950
84
$1.15M 0.2%
21,716
+2,940
85
$1.14M 0.2%
22,303
-247
86
$1.1M 0.19%
14,197
-1,835
87
$1.08M 0.19%
8,386
-835
88
$1.05M 0.18%
25,712
-1,800
89
$1.03M 0.18%
+17,550
90
$1M 0.17%
2,765
-275
91
$972K 0.17%
5,098
-4,270
92
$957K 0.17%
+11,224
93
$951K 0.17%
11,084
-654
94
$938K 0.16%
8,000
-950
95
$916K 0.16%
52,459
+1,652
96
$903K 0.16%
16,269
-2,145
97
$859K 0.15%
3,946
-133
98
$845K 0.15%
8,150
+2,250
99
$820K 0.14%
22,354
+3,078
100
$742K 0.13%
6,080
2 3
4
5 6