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
$432M
AUM Growth
+$38K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.6M
3
+$516K
4
ILMN icon
Illumina
ILMN
+$508K
5
INTC icon
Intel
INTC
+$474K

Top Sells

1
+$1.76M
2
+$1.48M
3
+$1.08M
4
ATRI
Atrion Corp
ATRI
+$767K
5
CHEF icon
Chefs' Warehouse
CHEF
+$603K

Sector Composition

1 Healthcare 23.65%
2 Financials 16.48%
3 Technology 15.65%
4 Communication Services 7.82%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$357K 0.08%
3,125
127
$346K 0.08%
11,000
128
$326K 0.08%
3,641
+1,150
129
$315K 0.07%
22,000
130
$311K 0.07%
4,080
-295
131
$307K 0.07%
2,595
132
$284K 0.07%
6,939
-43
133
$277K 0.06%
15,955
-100
134
$262K 0.06%
5,507
-360
135
$255K 0.06%
3,500
136
$249K 0.06%
6,950
137
$247K 0.06%
6,033
-100
138
$234K 0.05%
4,386
139
$234K 0.05%
3,789
140
$229K 0.05%
3,312
141
$225K 0.05%
3,203
142
$221K 0.05%
7,748
-85
143
$219K 0.05%
5,236
+245
144
$217K 0.05%
6,000
145
$214K 0.05%
5,125
-650
146
$203K 0.05%
+2,763
147
$188K 0.04%
4,115
148
$177K 0.04%
11,000
149
$177K 0.04%
11,300
150
$176K 0.04%
10,500
3 4 5
6
7