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
$575M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$957K
3
+$627K
4
CIEN icon
Ciena
CIEN
+$588K
5
XOM icon
Exxon Mobil
XOM
+$394K

Top Sells

1
+$3.85M
2
+$2.98M
3
+$2.92M
4
CSX icon
CSX Corp
CSX
+$2.91M
5
RMD icon
ResMed
RMD
+$2.24M

Sector Composition

1 Healthcare 21.11%
2 Technology 20.53%
3 Financials 13.53%
4 Communication Services 9.1%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$741K 0.13%
9,390
+250
102
$735K 0.13%
7,642
-170
103
$727K 0.13%
6,437
104
$718K 0.12%
4,940
-2,652
105
$692K 0.12%
4,357
-390
106
$691K 0.12%
4,627
-1,291
107
$675K 0.12%
3,020
-160
108
$644K 0.11%
2,428
-150
109
$630K 0.11%
2,585
-335
110
$627K 0.11%
+6,764
111
$603K 0.1%
13,713
+31
112
$599K 0.1%
3,025
113
$555K 0.1%
19,847
-230
114
$543K 0.09%
5,460
115
$534K 0.09%
28,841
-800
116
$505K 0.09%
3,530
-100
117
$490K 0.09%
6,280
-650
118
$484K 0.08%
15,745
119
$476K 0.08%
2,201
-285
120
$472K 0.08%
2,435
-1,074
121
$458K 0.08%
1,933
-4
122
$455K 0.08%
3,468
-125
123
$452K 0.08%
12,000
124
$449K 0.08%
8,710
-3,665
125
$406K 0.07%
7,505
-150
3 4
5
6 7