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
$835M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.75M
3
+$3.65M
4
BKR icon
Baker Hughes
BKR
+$3.15M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.1M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$4.52M
4
WY icon
Weyerhaeuser
WY
+$3.4M
5
DIS icon
Walt Disney
DIS
+$1.78M

Sector Composition

1 Technology 20.64%
2 Healthcare 16.07%
3 Financials 11.75%
4 Consumer Discretionary 7.78%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$515K 0.06%
1,920
-215
127
$462K 0.06%
2,983
-200
128
$459K 0.06%
2,810
-2,869
129
$451K 0.05%
858
+48
130
$450K 0.05%
16,140
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131
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2,185
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132
$446K 0.05%
8,905
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133
$421K 0.05%
2,864
134
$414K 0.05%
4,800
135
$404K 0.05%
7,469
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136
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1,500
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137
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138
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7,183
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139
$358K 0.04%
2,484
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140
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1,250
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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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146
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3,495
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147
$307K 0.04%
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148
$303K 0.04%
1,875
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149
$296K 0.04%
2,250
150
$296K 0.04%
15,704
4 5
6
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