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
$904M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$16M
3
+$12.4M
4
CMG icon
Chipotle Mexican Grill
CMG
+$8.78M
5
GNRC icon
Generac Holdings
GNRC
+$3.74M

Top Sells

1
+$14.5M
2
+$13.4M
3
+$5.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.73M
5
LLY icon
Eli Lilly
LLY
+$3.72M

Sector Composition

1 Technology 21.76%
2 Healthcare 17.14%
3 Financials 12.98%
4 Consumer Discretionary 7.46%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.28%
54,498
-19,426
77
$2.26M 0.25%
17,344
+4,450
78
$2.24M 0.25%
13,848
-2,056
79
$1.98M 0.22%
18,782
-1,741
80
$1.9M 0.21%
12,426
-723
81
$1.86M 0.21%
16,172
-6,338
82
$1.83M 0.2%
20,280
-1,374
83
$1.82M 0.2%
2,056
-297
84
$1.81M 0.2%
22,456
-3,600
85
$1.8M 0.2%
15,818
-2,605
86
$1.68M 0.19%
37,304
-17,760
87
$1.54M 0.17%
6,638
-2,367
88
$1.46M 0.16%
2,985
-1,061
89
$1.26M 0.14%
10,362
-1,047
90
$1.24M 0.14%
23,586
-254,956
91
$1.21M 0.13%
10,594
-225
92
$1.2M 0.13%
11,278
+4,063
93
$1.19M 0.13%
2,262
+20
94
$1.19M 0.13%
7,165
+60
95
$1.18M 0.13%
3,212
96
$1.17M 0.13%
10,707
-2,544
97
$1.13M 0.12%
11,691
+3,150
98
$1.12M 0.12%
1,915
-148
99
$1.02M 0.11%
113,612
-9,075
100
$1.02M 0.11%
2,609
-552
2 3
4
5 6