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
$738M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.77M
3
+$2.38M
4
GTLS icon
Chart Industries
GTLS
+$1.98M
5
URI icon
United Rentals
URI
+$1.38M

Top Sells

1
+$6.31M
2
+$5.53M
3
+$3.46M
4
WMT icon
Walmart
WMT
+$3.38M
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$2.64M

Sector Composition

1 Technology 20.12%
2 Healthcare 15.78%
3 Financials 9.83%
4 Consumer Discretionary 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.6M 0.35%
22,524
-1,983
77
$2.56M 0.35%
24,720
-405
78
$2.47M 0.33%
3,130
+1,330
79
$2.46M 0.33%
50,160
+6,223
80
$2.41M 0.33%
11,018
81
$2.37M 0.32%
114,123
+7,830
82
$2.31M 0.31%
12,687
-1,131
83
$2.28M 0.31%
60,378
-66,704
84
$2.25M 0.3%
71,037
+32,848
85
$2.09M 0.28%
23,362
-61,956
86
$2.03M 0.27%
15,169
-908
87
$1.99M 0.27%
10,143
-3,002
88
$1.66M 0.23%
25,415
+735
89
$1.54M 0.21%
2,862
-236
90
$1.51M 0.2%
4,092
-41
91
$1.5M 0.2%
7,115
-167
92
$1.49M 0.2%
39,960
-9,824
93
$1.43M 0.19%
15,799
-837
94
$1.37M 0.19%
40,989
-2,118
95
$1.27M 0.17%
18,093
-50
96
$1.27M 0.17%
145,836
-7,000
97
$1.26M 0.17%
11,531
-246
98
$1.25M 0.17%
18,115
-750
99
$1.24M 0.17%
12,686
-294
100
$1.21M 0.16%
25,067
-5,208
2 3
4
5 6