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
$320M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$4.27M
3
+$2.94M
4
MDT icon
Medtronic
MDT
+$2.67M
5
RMD icon
ResMed
RMD
+$2.05M

Top Sells

1
+$754K
2
+$625K
3
+$460K
4
CTXS
Citrix Systems Inc
CTXS
+$433K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$421K

Sector Composition

1 Healthcare 30.14%
2 Financials 19.58%
3 Technology 13.71%
4 Energy 8.23%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$437K 0.14%
5,095
+2,515
102
$432K 0.13%
4,075
+725
103
$431K 0.13%
8,763
-2,875
104
$431K 0.13%
+3,681
105
$419K 0.13%
30,006
106
$413K 0.13%
4,425
+445
107
$360K 0.11%
+6,275
108
$356K 0.11%
8,832
-4,369
109
$355K 0.11%
3,655
+52
110
$353K 0.11%
+4,540
111
$336K 0.1%
6,030
-500
112
$326K 0.1%
+12,520
113
$314K 0.1%
2,947
114
$314K 0.1%
4,939
-3,104
115
$305K 0.1%
6,889
116
$289K 0.09%
+26,550
117
$287K 0.09%
4,200
118
$270K 0.08%
5,952
119
$268K 0.08%
5,585
-39
120
$265K 0.08%
+5,104
121
$265K 0.08%
+3,415
122
$256K 0.08%
9,800
-400
123
$256K 0.08%
7,517
-514
124
$254K 0.08%
3,270
-750
125
$253K 0.08%
7,325
-200
2 3 4
5
6