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
$661M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.98M
3
+$1.5M
4
SBUX icon
Starbucks
SBUX
+$848K
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$455K

Top Sells

1
+$12.9M
2
+$2.75M
3
+$1.44M
4
SHW icon
Sherwin-Williams
SHW
+$1.33M
5
CRM icon
Salesforce
CRM
+$1.24M

Sector Composition

1 Healthcare 17.92%
2 Technology 14.64%
3 Financials 11.63%
4 Consumer Discretionary 5.63%
5 Consumer Staples 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.33M 0.2%
12,102
-100
102
$1.31M 0.2%
13,030
-39
103
$1.29M 0.2%
36,881
-7,888
104
$1.27M 0.19%
7,992
105
$1.27M 0.19%
17,730
-640
106
$1.21M 0.18%
45,732
-1,825
107
$1.16M 0.18%
2,389
-333
108
$1.1M 0.17%
13,202
-275
109
$1.1M 0.17%
4,143
-64
110
$1.08M 0.16%
58,921
+2,997
111
$1.08M 0.16%
9,346
+948
112
$999K 0.15%
34,764
113
$979K 0.15%
2,851
114
$954K 0.14%
12,855
-959
115
$888K 0.13%
16,950
116
$857K 0.13%
3,576
-105
117
$844K 0.13%
18,544
-838
118
$804K 0.12%
3,646
-55
119
$768K 0.12%
20,776
+983
120
$734K 0.11%
21,808
-3,557
121
$732K 0.11%
8,299
-927
122
$730K 0.11%
15,110
-300
123
$730K 0.11%
7,010
-336
124
$681K 0.1%
4,312
-125
125
$672K 0.1%
7,105
-54
3 4
5
6 7