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
$661M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.98M
3
+$1.5M
4
SBUX icon
Starbucks
SBUX
+$848K
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$455K

Top Sells

1
+$12.9M
2
+$2.75M
3
+$1.44M
4
SHW icon
Sherwin-Williams
SHW
+$1.33M
5
CRM icon
Salesforce
CRM
+$1.24M

Sector Composition

1 Healthcare 17.92%
2 Technology 14.64%
3 Financials 11.63%
4 Consumer Discretionary 5.63%
5 Consumer Staples 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.57M 0.39%
38,525
-528
77
$2.54M 0.38%
21,087
-11,949
78
$2.53M 0.38%
30,950
-601
79
$2.45M 0.37%
39,800
+2,607
80
$2.43M 0.37%
62,165
-560
81
$2.31M 0.35%
83,150
+5,150
82
$2.29M 0.35%
11,018
83
$2.28M 0.34%
16,158
-126
84
$2.25M 0.34%
17,083
+1,063
85
$2.16M 0.33%
28,312
+1,890
86
$2.16M 0.33%
69,700
+11,593
87
$2.1M 0.32%
39,318
-2,494
88
$1.98M 0.3%
+5,852
89
$1.92M 0.29%
78,079
-156
90
$1.8M 0.27%
19,365
+453
91
$1.66M 0.25%
14,121
+643
92
$1.66M 0.25%
23,513
+481
93
$1.62M 0.24%
16,861
-350
94
$1.6M 0.24%
3,500
-726
95
$1.47M 0.22%
12,569
-2,275
96
$1.44M 0.22%
20,006
-580
97
$1.43M 0.22%
2,620
-50
98
$1.4M 0.21%
7,352
-128
99
$1.36M 0.21%
15,478
+345
100
$1.34M 0.2%
155,461
-8,250
2 3
4
5 6