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
$738M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$2.86M
2 +$2.77M
3 +$2.38M
4
GTLS icon
Chart Industries
GTLS
+$1.98M
5
URI icon
United Rentals
URI
+$1.38M

Sector Composition

1 Technology 20.12%
2 Healthcare 15.78%
3 Financials 9.83%
4 Consumer Discretionary 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.21M 0.16%
16,248
-3,719
102
$1.2M 0.16%
28,849
-3,553
103
$1.19M 0.16%
18,667
-1,024
104
$1.17M 0.16%
2,570
-25
105
$1.16M 0.16%
7,885
-35
106
$1.16M 0.16%
45,954
-12,772
107
$1.15M 0.16%
10,462
-652
108
$1.08M 0.15%
11,641
-391
109
$1.06M 0.14%
2,299
-14
110
$966K 0.13%
60,593
+1,772
111
$951K 0.13%
12,823
-179
112
$914K 0.12%
3,492
+150
113
$876K 0.12%
7,316
+96
114
$872K 0.12%
2,704
-92
115
$865K 0.12%
34,764
116
$844K 0.11%
15,850
-500
117
$840K 0.11%
3,414
-179
118
$796K 0.11%
15,110
119
$778K 0.11%
17,469
-875
120
$694K 0.09%
6,012
-3,672
121
$668K 0.09%
10,942
+748
122
$655K 0.09%
6,868
-75
123
$640K 0.09%
3,322
-75
124
$616K 0.08%
8,628
-47
125
$616K 0.08%
19,915
-36,922