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
$661M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.98M
3
+$1.5M
4
SBUX icon
Starbucks
SBUX
+$848K
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$455K

Top Sells

1
+$12.9M
2
+$2.75M
3
+$1.44M
4
SHW icon
Sherwin-Williams
SHW
+$1.33M
5
CRM icon
Salesforce
CRM
+$1.24M

Sector Composition

1 Healthcare 17.92%
2 Technology 14.64%
3 Financials 11.63%
4 Consumer Discretionary 5.63%
5 Consumer Staples 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$663K 0.1%
20,759
-700
127
$637K 0.1%
7,220
128
$616K 0.09%
31,094
129
$595K 0.09%
8,675
130
$581K 0.09%
2,214
131
$579K 0.09%
1,746
-36
132
$562K 0.09%
2,552
-145
133
$560K 0.08%
2,273
134
$518K 0.08%
5,167
+65
135
$517K 0.08%
12,000
136
$516K 0.08%
3,555
-250
137
$504K 0.08%
6,700
-4,265
138
$490K 0.07%
2,260
139
$486K 0.07%
9,464
140
$479K 0.07%
5,050
141
$478K 0.07%
16,357
-813
142
$470K 0.07%
11,881
143
$468K 0.07%
7,380
144
$464K 0.07%
9,163
+415
145
$463K 0.07%
6,093
146
$457K 0.07%
7,178
147
$455K 0.07%
+4,000
148
$455K 0.07%
7,184
149
$455K 0.07%
10,565
-318
150
$454K 0.07%
5,901
-150
4 5
6
7 8