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
$434M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.67M
3
+$3.66M
4
CRM icon
Salesforce
CRM
+$3.11M
5
XLNX
Xilinx Inc
XLNX
+$2.89M

Top Sells

1
+$3.5M
2
+$2.29M
3
+$1.92M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.67M

Sector Composition

1 Healthcare 24.62%
2 Financials 17.24%
3 Technology 15.62%
4 Communication Services 8.4%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$634K 0.15%
39,560
+17,340
102
$585K 0.13%
6,338
+1,136
103
$578K 0.13%
20,420
-2,625
104
$572K 0.13%
3,825
+75
105
$559K 0.13%
30,806
+800
106
$558K 0.13%
15,172
+257
107
$555K 0.13%
9,520
+1,380
108
$542K 0.12%
14,313
-8,372
109
$525K 0.12%
23,801
-833
110
$519K 0.12%
3,886
-565
111
$513K 0.12%
11,225
-700
112
$492K 0.11%
+22,000
113
$491K 0.11%
3,873
-280
114
$485K 0.11%
11,807
+430
115
$466K 0.11%
10,440
+900
116
$424K 0.1%
14,495
-51,087
117
$405K 0.09%
+8,547
118
$400K 0.09%
8,264
+4,132
119
$386K 0.09%
9,287
+821
120
$373K 0.09%
+3,740
121
$365K 0.08%
4,394
-10,725
122
$357K 0.08%
7,233
+800
123
$331K 0.08%
4,230
+375
124
$326K 0.08%
4,225
+2,075
125
$321K 0.07%
+5,471
3 4
5
6 7