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
$904M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$16M
3
+$12.4M
4
CMG icon
Chipotle Mexican Grill
CMG
+$8.78M
5
GNRC icon
Generac Holdings
GNRC
+$3.74M

Top Sells

1
+$14.5M
2
+$13.4M
3
+$5.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.73M
5
LLY icon
Eli Lilly
LLY
+$3.72M

Sector Composition

1 Technology 21.76%
2 Healthcare 17.14%
3 Financials 12.98%
4 Consumer Discretionary 7.46%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$995K 0.11%
22,282
+5,334
102
$916K 0.1%
7,565
103
$908K 0.1%
41,267
-10,407
104
$825K 0.09%
9,759
-1,231
105
$816K 0.09%
10,459
-1,435
106
$814K 0.09%
14,810
107
$752K 0.08%
7,815
-1,799
108
$724K 0.08%
3,840
-300
109
$704K 0.08%
4,640
-400
110
$688K 0.08%
10,949
-3,787
111
$648K 0.07%
11,845
+597
112
$647K 0.07%
12,510
-2,916
113
$646K 0.07%
12,030
+30
114
$627K 0.07%
15,015
-4,693
115
$600K 0.07%
11,050
+850
116
$538K 0.06%
6,087
-2,212
117
$536K 0.06%
4,582
-386
118
$535K 0.06%
1,084
+38
119
$525K 0.06%
2,983
-200
120
$524K 0.06%
+3,500
121
$519K 0.06%
3,412
-3,473
122
$516K 0.06%
2,864
123
$506K 0.06%
6,102
-3,785
124
$499K 0.06%
1,905
-230
125
$496K 0.05%
1,720
-951
3 4
5
6 7