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
$432M
AUM Growth
+$38K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.6M
3
+$516K
4
ILMN icon
Illumina
ILMN
+$508K
5
INTC icon
Intel
INTC
+$474K

Top Sells

1
+$1.76M
2
+$1.48M
3
+$1.08M
4
ATRI
Atrion Corp
ATRI
+$767K
5
CHEF icon
Chefs' Warehouse
CHEF
+$603K

Sector Composition

1 Healthcare 23.65%
2 Financials 16.48%
3 Technology 15.65%
4 Communication Services 7.82%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$642K 0.15%
3,575
-50
102
$595K 0.14%
11,009
-180
103
$576K 0.13%
10,400
-100
104
$539K 0.12%
4,264
-155
105
$524K 0.12%
16,645
-75
106
$516K 0.12%
3,295
-65
107
$512K 0.12%
29,641
-365
108
$490K 0.11%
2,911
-240
109
$481K 0.11%
6,744
-718
110
$446K 0.1%
7,580
-275
111
$434K 0.1%
3,540
-25
112
$429K 0.1%
9,097
-50
113
$428K 0.1%
2,751
-1,236
114
$427K 0.1%
7,845
115
$414K 0.1%
8,210
-25
116
$407K 0.09%
21,603
-850
117
$402K 0.09%
10,576
+1,118
118
$397K 0.09%
3,614
-24
119
$382K 0.09%
3,855
120
$380K 0.09%
7,440
121
$369K 0.09%
+6,667
122
$364K 0.08%
2,397
-257
123
$363K 0.08%
12,993
-798
124
$361K 0.08%
7,650
-350
125
$361K 0.08%
2,540
3 4
5
6 7