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
$738M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$2.86M
2 +$2.77M
3 +$2.38M
4
GTLS icon
Chart Industries
GTLS
+$1.98M
5
URI icon
United Rentals
URI
+$1.38M

Sector Composition

1 Technology 20.12%
2 Healthcare 15.78%
3 Financials 9.83%
4 Consumer Discretionary 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$608K 0.08%
6,101
-325
127
$592K 0.08%
16,884
-3,675
128
$591K 0.08%
31,094
129
$590K 0.08%
7,123
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130
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131
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12,543
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132
$575K 0.08%
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133
$551K 0.07%
12,751
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134
$534K 0.07%
3,212
135
$532K 0.07%
5,625
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136
$523K 0.07%
12,000
137
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13,850
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138
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139
$503K 0.07%
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140
$503K 0.07%
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141
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144
$448K 0.06%
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$445K 0.06%
7,446
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146
$435K 0.06%
7,228
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147
$426K 0.06%
3,202
148
$412K 0.06%
1,468
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149
$411K 0.06%
1,823
-107
150
$411K 0.06%
4,000