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
$320M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$4.27M
3
+$2.94M
4
MDT icon
Medtronic
MDT
+$2.67M
5
RMD icon
ResMed
RMD
+$2.05M

Top Sells

1
+$754K
2
+$625K
3
+$460K
4
CTXS
Citrix Systems Inc
CTXS
+$433K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$421K

Sector Composition

1 Healthcare 30.14%
2 Financials 19.58%
3 Technology 13.71%
4 Energy 8.23%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.08%
3,215
-125
127
$246K 0.08%
8,247
+59
128
$241K 0.08%
1,931
-75
129
$233K 0.07%
31,417
130
$232K 0.07%
3,576
131
$223K 0.07%
2,306
-325
132
$215K 0.07%
2,760
+140
133
$206K 0.06%
+11,256
134
$205K 0.06%
+2,635
135
$203K 0.06%
5,291
136
$203K 0.06%
6,376
-1,450
137
$165K 0.05%
+20,000
138
$122K 0.04%
+417
139
– –
-2,314
140
$0 ﹤0.01%
16,600
141
– –
-1,500
142
– –
-5,210
143
– –
-419
2 3 4 5
6