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
$407M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$2.27M
2 +$1.45M
3 +$1.32M
4
EL icon
Estee Lauder
EL
+$705K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$704K

Top Sells

1 +$5.63M
2 +$2.77M
3 +$987K
4
DHR icon
Danaher
DHR
+$555K
5
CELG
Celgene Corp
CELG
+$537K

Sector Composition

1 Healthcare 22.86%
2 Financials 19.06%
3 Technology 14.88%
4 Industrials 9.35%
5 Energy 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$561K 0.14%
8,248
+742
102
$539K 0.13%
900
103
$536K 0.13%
3,550
104
$535K 0.13%
12,267
-500
105
$527K 0.13%
30,006
106
$525K 0.13%
9,243
-7,555
107
$514K 0.13%
4,150
-50
108
$502K 0.12%
10,290
-75
109
$497K 0.12%
5,202
+1
110
$469K 0.12%
22,220
111
$446K 0.11%
4,145
+18
112
$433K 0.11%
8,466
-130
113
$401K 0.1%
3,450
114
$378K 0.09%
3,855
115
$378K 0.09%
564
+54
116
$355K 0.09%
7,674
117
$353K 0.09%
8,049
-600
118
$348K 0.09%
25,971
+6,372
119
$306K 0.08%
4,200
120
$304K 0.07%
2,885
-325
121
$297K 0.07%
9,042
122
$297K 0.07%
4,588
-200
123
$286K 0.07%
22,000
124
$285K 0.07%
5,040
-99,620
125
$275K 0.07%
11,000