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
$434M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.67M
3
+$3.66M
4
CRM icon
Salesforce
CRM
+$3.11M
5
XLNX
Xilinx Inc
XLNX
+$2.89M

Top Sells

1
+$3.5M
2
+$2.29M
3
+$1.92M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.67M

Sector Composition

1 Healthcare 24.62%
2 Financials 17.24%
3 Technology 15.62%
4 Communication Services 8.4%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$130K 0.03%
+3,300
152
$114K 0.03%
21,500
+4,500
153
$113K 0.03%
11,400
154
$48K 0.01%
+12
155
$32K 0.01%
900
156
– –
-3,280
157
– –
-6,000
158
– –
-7,440
159
– –
-6,667
160
– –
-4,337
161
– –
-417
162
– –
-19,243
163
– –
-4,200
3 4 5 6
7