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
$837M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.93M
3
+$3.91M
4
CBRE icon
CBRE Group
CBRE
+$2.99M
5
TRMB icon
Trimble
TRMB
+$2.77M

Top Sells

1
+$5.76M
2
+$5.23M
3
+$3.03M
4
ILMN icon
Illumina
ILMN
+$2.29M
5
LEN icon
Lennar Class A
LEN
+$1.4M

Sector Composition

1 Technology 20.77%
2 Healthcare 16.25%
3 Financials 13.52%
4 Consumer Discretionary 7.21%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.37M 0.28%
4,439
-63
77
$2.35M 0.28%
16,782
-1,400
78
$2.21M 0.26%
13,309
-132
79
$1.88M 0.22%
14,853
-7,606
80
$1.86M 0.22%
20,190
-90
81
$1.81M 0.22%
1,912
-106
82
$1.74M 0.21%
12,426
83
$1.73M 0.21%
21,902
-401
84
$1.65M 0.2%
15,737
-2,310
85
$1.37M 0.16%
10,309
-285
86
$1.33M 0.16%
2,845
-270
87
$1.29M 0.15%
9,769
-100
88
$1.19M 0.14%
13,302
-1,979
89
$1.19M 0.14%
11,278
90
$1.16M 0.14%
10,563
-44
91
$1.14M 0.14%
13,276
+498
92
$1.13M 0.14%
27,084
+2,975
93
$1.09M 0.13%
23,983
-2,504
94
$1.03M 0.12%
6,653
-2,012
95
$1M 0.12%
35,479
-1,418
96
$963K 0.12%
1,880
-332
97
$936K 0.11%
3,212
98
$922K 0.11%
36,392
-119,705
99
$916K 0.11%
12,924
+7,570
100
$880K 0.11%
4,045
-1,785
2 3
4
5 6