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
$835M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.75M
3
+$3.65M
4
BKR icon
Baker Hughes
BKR
+$3.15M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.1M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$4.52M
4
WY icon
Weyerhaeuser
WY
+$3.4M
5
DIS icon
Walt Disney
DIS
+$1.78M

Sector Composition

1 Technology 20.64%
2 Healthcare 16.07%
3 Financials 11.75%
4 Consumer Discretionary 7.78%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$902K 0.11%
11,114
-780
102
$901K 0.11%
8,957
-7,857
103
$870K 0.1%
14,810
104
$852K 0.1%
1,873
-115
105
$832K 0.1%
8,957
+416
106
$826K 0.1%
34,764
107
$776K 0.09%
44,081
-7,593
108
$762K 0.09%
17,579
-2,129
109
$761K 0.09%
14,035
-1,091
110
$754K 0.09%
3,212
111
$723K 0.09%
12,000
112
$706K 0.08%
17,869
+921
113
$674K 0.08%
4,812
-375
114
$653K 0.08%
6,943
-1,106
115
$647K 0.08%
4,790
-250
116
$636K 0.08%
8,289
117
$631K 0.08%
9,869
-1,121
118
$616K 0.07%
3,504
-337
119
$603K 0.07%
11,200
+1,000
120
$592K 0.07%
4,743
-220
121
$549K 0.07%
4,968
122
$538K 0.06%
10,087
-1,161
123
$526K 0.06%
2,030
-641
124
$522K 0.06%
1,084
+38
125
$519K 0.06%
7,096
-2,791
3 4
5
6 7