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
$434M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.67M
3
+$3.66M
4
CRM icon
Salesforce
CRM
+$3.11M
5
XLNX
Xilinx Inc
XLNX
+$2.89M

Top Sells

1
+$3.5M
2
+$2.29M
3
+$1.92M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.67M

Sector Composition

1 Healthcare 24.62%
2 Financials 17.24%
3 Technology 15.62%
4 Communication Services 8.4%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$315K 0.07%
5,614
-2,989
127
$314K 0.07%
3,400
-50
128
$312K 0.07%
8,606
-10,864
129
$299K 0.07%
11,000
130
$298K 0.07%
+2,615
131
$297K 0.07%
12,076
+3,868
132
$281K 0.06%
22,000
+12,000
133
$281K 0.06%
4,945
+410
134
$272K 0.06%
6,235
+2,270
135
$272K 0.06%
+5,703
136
$271K 0.06%
22,000
137
$249K 0.06%
+1,224
138
$246K 0.06%
+5,000
139
$246K 0.06%
5,608
-1,666
140
$240K 0.06%
+4,725
141
$227K 0.05%
+2,974
142
$223K 0.05%
+3,786
143
$221K 0.05%
6,950
144
$211K 0.05%
+3,538
145
$205K 0.05%
7,304
-20,628
146
$165K 0.04%
3,213
147
$161K 0.04%
11,300
148
$149K 0.03%
+10,500
149
$147K 0.03%
11,238
-97,082
150
$141K 0.03%
+10,500
3 4 5
6
7