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
$642M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.53M
3
+$906K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$881K
5
KLAC icon
KLA
KLAC
+$876K

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1.07M
4
ADBE icon
Adobe
ADBE
+$962K
5
ISRG icon
Intuitive Surgical
ISRG
+$935K

Sector Composition

1 Healthcare 16.28%
2 Technology 14.73%
3 Financials 10.22%
4 Consumer Discretionary 5.37%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.24M 0.35%
57,015
-23,589
77
$2.15M 0.33%
25,398
+2,885
78
$2.15M 0.33%
83,299
+9,564
79
$2.06M 0.32%
16,677
+1,595
80
$2.04M 0.32%
4,254
-621
81
$2.04M 0.32%
19,955
-9,131
82
$2.03M 0.32%
96,455
+5,446
83
$1.95M 0.3%
35,391
+13,578
84
$1.95M 0.3%
74,450
+5,450
85
$1.92M 0.3%
6,001
+2,745
86
$1.78M 0.28%
19,245
-100
87
$1.78M 0.28%
12,620
+30
88
$1.65M 0.26%
21,423
-830
89
$1.63M 0.25%
23,168
+875
90
$1.58M 0.25%
47,797
+16,535
91
$1.53M 0.24%
+14,680
92
$1.52M 0.24%
42,449
+13,845
93
$1.48M 0.23%
6,092
+2,296
94
$1.47M 0.23%
60,169
+22,085
95
$1.46M 0.23%
163,211
-1,650
96
$1.38M 0.22%
17,397
97
$1.35M 0.21%
12,411
+213
98
$1.28M 0.2%
13,371
-362
99
$1.27M 0.2%
2,965
-362
100
$1.2M 0.19%
12,606
+1,007
2 3
4
5 6