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
$837M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.93M
3
+$3.91M
4
CBRE icon
CBRE Group
CBRE
+$2.99M
5
TRMB icon
Trimble
TRMB
+$2.77M

Top Sells

1
+$5.76M
2
+$5.23M
3
+$3.03M
4
ILMN icon
Illumina
ILMN
+$2.29M
5
LEN icon
Lennar Class A
LEN
+$1.4M

Sector Composition

1 Technology 20.77%
2 Healthcare 16.25%
3 Financials 13.52%
4 Consumer Discretionary 7.21%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$869K 0.1%
2,634
-10
102
$834K 0.1%
16,297
+2,103
103
$822K 0.1%
6,940
104
$764K 0.09%
3,815
105
$714K 0.09%
9,519
-569
106
$707K 0.08%
1,583
-233
107
$698K 0.08%
12,030
108
$672K 0.08%
14,610
109
$631K 0.08%
4,495
-145
110
$628K 0.08%
3,500
111
$623K 0.07%
10,209
-319
112
$594K 0.07%
1,084
113
$568K 0.07%
8,381
-325
114
$549K 0.07%
3,217
-449
115
$529K 0.06%
10,050
116
$467K 0.06%
4,736
-680
117
$447K 0.05%
1,481
-239
118
$442K 0.05%
2,665
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119
$441K 0.05%
4,218
-1
120
$440K 0.05%
9,615
121
$437K 0.05%
5,435
-287
122
$435K 0.05%
775
123
$432K 0.05%
4,587
-15
124
$421K 0.05%
47,965
+3
125
$418K 0.05%
2,812
3 4
5
6 7