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
$642M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.53M
3
+$906K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$881K
5
KLAC icon
KLA
KLAC
+$876K

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1.07M
4
ADBE icon
Adobe
ADBE
+$962K
5
ISRG icon
Intuitive Surgical
ISRG
+$935K

Sector Composition

1 Healthcare 16.28%
2 Technology 14.73%
3 Financials 10.22%
4 Consumer Discretionary 5.37%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.18M 0.18%
56,498
-29,354
102
$1.17M 0.18%
7,002
+2,370
103
$1.12M 0.17%
2,345
-415
104
$1.09M 0.17%
14,017
-976
105
$1.06M 0.16%
7,740
-145
106
$990K 0.15%
14,491
+1,969
107
$903K 0.14%
25,003
+378
108
$858K 0.13%
20,573
-172
109
$854K 0.13%
2,876
+4
110
$788K 0.12%
9,589
-3,495
111
$776K 0.12%
7,120
+460
112
$776K 0.12%
4,917
+2,344
113
$758K 0.12%
21,074
+2,250
114
$751K 0.12%
3,821
-60
115
$747K 0.12%
23,699
-263
116
$704K 0.11%
+11,965
117
$689K 0.11%
3,856
-100
118
$669K 0.1%
7,235
-89
119
$664K 0.1%
31,094
120
$641K 0.1%
6,600
-600
121
$622K 0.1%
7,588
-1,172
122
$614K 0.1%
3,855
-30
123
$593K 0.09%
4,641
-115
124
$583K 0.09%
9,934
+709
125
$579K 0.09%
12,214
-481
3 4
5
6 7