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
$430M
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.76M
3
+$1.18M
4
CIEN icon
Ciena
CIEN
+$667K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$387K

Top Sells

1
+$1.84M
2
+$518K
3
+$480K
4
RMD icon
ResMed
RMD
+$437K
5
TROW icon
T. Rowe Price
TROW
+$300K

Sector Composition

1 Healthcare 22.19%
2 Technology 21.57%
3 Financials 12.86%
4 Consumer Discretionary 8.39%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$525K 0.12%
4,154
-200
102
$490K 0.11%
18,945
+500
103
$490K 0.11%
7,176
-214
104
$470K 0.11%
3,475
-204
105
$464K 0.11%
2,643
-200
106
$449K 0.1%
6,660
107
$445K 0.1%
29,641
108
$437K 0.1%
6,160
+160
109
$434K 0.1%
3,540
110
$426K 0.1%
7,235
111
$423K 0.1%
7,093
-262
112
$417K 0.1%
2,220
-20
113
$394K 0.09%
20,719
-1,487
114
$384K 0.09%
7,365
-63
115
$366K 0.09%
3,855
116
$365K 0.08%
8,180
+500
117
$358K 0.08%
3,930
-25
118
$351K 0.08%
11,020
-131
119
$340K 0.08%
+23,250
120
$323K 0.08%
15,855
121
$319K 0.07%
500
122
$306K 0.07%
22,000
123
$296K 0.07%
+5,572
124
$291K 0.07%
6,514
-350
125
$283K 0.07%
6,667
3 4
5
6 7