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
$642M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.53M
3
+$906K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$881K
5
KLAC icon
KLA
KLAC
+$876K

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1.07M
4
ADBE icon
Adobe
ADBE
+$962K
5
ISRG icon
Intuitive Surgical
ISRG
+$935K

Sector Composition

1 Healthcare 16.28%
2 Technology 14.73%
3 Financials 10.22%
4 Consumer Discretionary 5.37%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$573K 0.09%
2,355
-100
127
$568K 0.09%
9,090
-25
128
$560K 0.09%
3,072
-138
129
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2,373
130
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5,940
-2,757
131
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2,175
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132
$513K 0.08%
5,342
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133
$510K 0.08%
15,410
134
$506K 0.08%
7,498
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135
$505K 0.08%
4,241
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136
$488K 0.08%
3,849
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137
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138
$483K 0.08%
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139
$480K 0.07%
4,515
-1,190
140
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17,570
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141
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143
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6,632
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144
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145
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146
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147
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3,483
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148
$447K 0.07%
12,000
149
$434K 0.07%
8,294
+100
150
$427K 0.07%
13,685
-367
4 5
6
7 8