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
$469M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.13M
3
+$959K
4
ATRI
Atrion Corp
ATRI
+$676K
5
AMZN icon
Amazon
AMZN
+$521K

Top Sells

1
+$3.03M
2
+$1.8M
3
+$851K
4
CELG
Celgene Corp
CELG
+$677K
5
BA icon
Boeing
BA
+$616K

Sector Composition

1 Healthcare 24.42%
2 Financials 17.23%
3 Technology 16.36%
4 Communication Services 8.05%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$623K 0.13%
10,500
+100
102
$599K 0.13%
34,419
-11,376
103
$596K 0.13%
3,320
+25
104
$590K 0.13%
16,445
-200
105
$556K 0.12%
2,911
106
$534K 0.11%
29,641
107
$524K 0.11%
21,428
-175
108
$483K 0.1%
2,362
-35
109
$457K 0.1%
3,540
110
$445K 0.1%
8,235
-2,774
111
$438K 0.09%
8,597
-500
112
$429K 0.09%
7,280
-300
113
$429K 0.09%
7,975
-235
114
$425K 0.09%
7,680
-165
115
$421K 0.09%
6,562
-182
116
$393K 0.08%
6,667
117
$392K 0.08%
3,855
118
$392K 0.08%
+7,638
119
$387K 0.08%
6,660
-780
120
$386K 0.08%
2,594
-157
121
$380K 0.08%
+5,680
122
$377K 0.08%
7,450
-200
123
$375K 0.08%
3,075
-50
124
$360K 0.08%
4,080
125
$353K 0.08%
15,855
-100
3 4
5
6 7