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
$469M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.13M
3
+$959K
4
ATRI
Atrion Corp
ATRI
+$676K
5
AMZN icon
Amazon
AMZN
+$521K

Top Sells

1
+$3.03M
2
+$1.8M
3
+$851K
4
CELG
Celgene Corp
CELG
+$677K
5
BA icon
Boeing
BA
+$616K

Sector Composition

1 Healthcare 24.42%
2 Financials 17.23%
3 Technology 16.36%
4 Communication Services 8.05%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$175K 0.04%
10,500
152
$173K 0.04%
4,075
-40
153
$172K 0.04%
10,500
154
$171K 0.04%
4,550
155
$163K 0.03%
11,500
156
$153K 0.03%
10,500
157
$127K 0.03%
11,400
158
$124K 0.03%
12,298
159
$107K 0.02%
21,500
160
$28K 0.01%
900
161
– –
-6,816
162
– –
-44,010
163
– –
-2,763
164
– –
-12
3 4 5 6
7