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
$835M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.75M
3
+$3.65M
4
BKR icon
Baker Hughes
BKR
+$3.15M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.1M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$4.52M
4
WY icon
Weyerhaeuser
WY
+$3.4M
5
DIS icon
Walt Disney
DIS
+$1.78M

Sector Composition

1 Technology 20.64%
2 Healthcare 16.07%
3 Financials 11.75%
4 Consumer Discretionary 7.78%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.34M 0.28%
14,783
-1,121
77
$2.23M 0.27%
16,898
-1,525
78
$2.18M 0.26%
11,000
79
$2.12M 0.25%
15,841
+4,416
80
$1.87M 0.22%
44,594
-10,470
81
$1.74M 0.21%
3,925
-121
82
$1.73M 0.21%
17,900
-4,610
83
$1.7M 0.2%
25,880
-176
84
$1.69M 0.2%
12,849
-300
85
$1.62M 0.19%
8,187
-643
86
$1.55M 0.19%
2,116
-237
87
$1.54M 0.18%
21,504
-150
88
$1.39M 0.17%
31,477
-1,150
89
$1.24M 0.15%
6,435
-450
90
$1.24M 0.15%
10,932
-2,319
91
$1.23M 0.15%
10,819
92
$1.08M 0.13%
2,262
+20
93
$1.08M 0.13%
7,165
+60
94
$1.06M 0.13%
8,700
-14,563
95
$1.04M 0.12%
119,384
-3,302
96
$1.04M 0.12%
13,011
-1,525
97
$1.02M 0.12%
10,430
-979
98
$1.01M 0.12%
9,608
+2,393
99
$956K 0.11%
2,609
-552
100
$952K 0.11%
7,565
2 3
4
5 6