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
$407M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.45M
3
+$1.32M
4
EL icon
Estee Lauder
EL
+$705K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$704K

Top Sells

1
+$5.63M
2
+$2.77M
3
+$987K
4
DHR icon
Danaher
DHR
+$555K
5
CELG
Celgene Corp
CELG
+$537K

Sector Composition

1 Healthcare 22.86%
2 Financials 19.06%
3 Technology 14.88%
4 Industrials 9.35%
5 Energy 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$271K 0.07%
1,595
-25
127
$258K 0.06%
4,400
128
$255K 0.06%
4,535
129
$237K 0.06%
3,037
+2
130
$232K 0.06%
3,280
-240
131
$231K 0.06%
+2,720
132
$228K 0.06%
8,244
-35
133
$218K 0.05%
2,700
134
$218K 0.05%
4,661
-11,859
135
$218K 0.05%
6,950
136
$208K 0.05%
+3,203
137
$207K 0.05%
4,109
138
$207K 0.05%
+6,889
139
$203K 0.05%
2,150
-2,441
140
$203K 0.05%
3,213
141
$198K 0.05%
11,300
142
$127K 0.03%
10,000
143
$120K 0.03%
11,400
144
$111K 0.03%
+6,667
145
$99K 0.02%
+17,000
146
$44K 0.01%
900
147
$28K 0.01%
417
148
– –
-10,434
149
– –
-9,320
150
– –
-9,573
2 3 4 5
6