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
$469M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.13M
3
+$959K
4
ATRI
Atrion Corp
ATRI
+$676K
5
AMZN icon
Amazon
AMZN
+$521K

Top Sells

1
+$3.03M
2
+$1.8M
3
+$851K
4
CELG
Celgene Corp
CELG
+$677K
5
BA icon
Boeing
BA
+$616K

Sector Composition

1 Healthcare 24.42%
2 Financials 17.23%
3 Technology 16.36%
4 Communication Services 8.05%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$351K 0.07%
10,917
-2,076
127
$337K 0.07%
11,000
128
$334K 0.07%
2,789
-825
129
$332K 0.07%
8,801
-1,775
130
$325K 0.07%
3,441
-200
131
$316K 0.07%
22,000
132
$311K 0.07%
6,939
133
$304K 0.06%
5,558
+51
134
$303K 0.06%
2,200
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135
$291K 0.06%
5,833
-200
136
$283K 0.06%
2,595
137
$280K 0.06%
4,389
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138
$259K 0.06%
6,950
139
$258K 0.06%
4,386
140
$255K 0.05%
3,312
141
$245K 0.05%
5,141
-95
142
$242K 0.05%
6,000
143
$231K 0.05%
3,203
144
$229K 0.05%
4,775
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145
$226K 0.05%
3,500
146
$219K 0.05%
7,766
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147
$206K 0.04%
+2,025
148
$192K 0.04%
11,000
149
$182K 0.04%
11,300
150
$181K 0.04%
3,088
-93
3 4 5
6
7