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
$575M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$957K
3
+$627K
4
CIEN icon
Ciena
CIEN
+$588K
5
XOM icon
Exxon Mobil
XOM
+$394K

Top Sells

1
+$3.85M
2
+$2.98M
3
+$2.92M
4
CSX icon
CSX Corp
CSX
+$2.91M
5
RMD icon
ResMed
RMD
+$2.24M

Sector Composition

1 Healthcare 21.11%
2 Technology 20.53%
3 Financials 13.53%
4 Communication Services 9.1%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$406K 0.07%
6,046
127
$404K 0.07%
8,885
+181
128
$403K 0.07%
15,184
-75
129
$392K 0.07%
3,312
130
$382K 0.07%
9,365
-233
131
$380K 0.07%
6,651
-551
132
$379K 0.07%
2,250
133
$361K 0.06%
10,250
134
$355K 0.06%
5,637
+630
135
$351K 0.06%
6,667
136
$350K 0.06%
6,343
+300
137
$345K 0.06%
22,000
138
$344K 0.06%
3,202
139
$332K 0.06%
5,552
-650
140
$327K 0.06%
4,860
141
$310K 0.05%
500
142
$304K 0.05%
5,605
-5,595
143
$298K 0.05%
4,250
-135
144
$285K 0.05%
7,218
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145
$284K 0.05%
3,500
146
$280K 0.05%
7,599
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147
$272K 0.05%
2,160
148
$271K 0.05%
6,400
149
$271K 0.05%
4,287
-121
150
$264K 0.05%
10,010
4 5
6
7 8