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
$430M
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.76M
3
+$1.18M
4
CIEN icon
Ciena
CIEN
+$667K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$387K

Top Sells

1
+$1.84M
2
+$518K
3
+$480K
4
RMD icon
ResMed
RMD
+$437K
5
TROW icon
T. Rowe Price
TROW
+$300K

Sector Composition

1 Healthcare 22.19%
2 Technology 21.57%
3 Financials 12.86%
4 Consumer Discretionary 8.39%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$277K 0.06%
11,896
+2,839
127
$269K 0.06%
1,900
+200
128
$264K 0.06%
8,080
-50
129
$262K 0.06%
7,117
130
$256K 0.06%
6,414
-50
131
$251K 0.06%
11,000
132
$251K 0.06%
6,872
133
$243K 0.06%
3,500
134
$237K 0.06%
+5,100
135
$236K 0.05%
6,000
136
$229K 0.05%
3,312
137
$228K 0.05%
4,466
138
$216K 0.05%
+2,160
139
$215K 0.05%
16,580
-500
140
$214K 0.05%
+4,270
141
$208K 0.05%
+2,896
142
$203K 0.05%
3,203
143
$201K 0.05%
7,849
-454
144
$201K 0.05%
+3,051
145
$160K 0.04%
10,500
146
$155K 0.04%
10,500
147
$152K 0.04%
11,500
148
$125K 0.03%
11,400
149
$123K 0.03%
4,675
150
$105K 0.02%
11,000
3 4 5
6
7