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

Top Sells

1
+$6.31M
2
+$5.53M
3
+$3.46M
4
WMT icon
Walmart
WMT
+$3.38M
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$2.64M

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
+1,347
130
$588K 0.08%
2,352
-100
131
$576K 0.08%
12,543
+1,479
132
$575K 0.08%
6,635
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133
$551K 0.07%
12,751
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134
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3,212
135
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5,625
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136
$523K 0.07%
12,000
137
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13,850
+2,690
138
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2,260
139
$503K 0.07%
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140
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2,217
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141
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142
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143
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144
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145
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7,446
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146
$435K 0.06%
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147
$426K 0.06%
3,202
148
$412K 0.06%
1,468
-254
149
$411K 0.06%
1,823
-107
150
$411K 0.06%
4,000
4 5
6
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