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
$575M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$957K
3
+$627K
4
CIEN icon
Ciena
CIEN
+$588K
5
XOM icon
Exxon Mobil
XOM
+$394K

Top Sells

1
+$3.85M
2
+$2.98M
3
+$2.92M
4
CSX icon
CSX Corp
CSX
+$2.91M
5
RMD icon
ResMed
RMD
+$2.24M

Sector Composition

1 Healthcare 21.11%
2 Technology 20.53%
3 Financials 13.53%
4 Communication Services 9.1%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$260K 0.05%
6,424
-2,050
152
$249K 0.04%
1,101
-84
153
$243K 0.04%
5,139
+217
154
$234K 0.04%
3,970
155
$231K 0.04%
588
156
$222K 0.04%
6,950
157
$217K 0.04%
1,625
158
$213K 0.04%
+2,969
159
$208K 0.04%
3,650
160
$208K 0.04%
2,851
-450
161
$206K 0.04%
8,930
-3,550
162
$204K 0.04%
15,000
163
$204K 0.04%
+2,972
164
$203K 0.04%
+975
165
$203K 0.04%
+1,164
166
$202K 0.04%
+4,465
167
$200K 0.03%
+2,463
168
$188K 0.03%
10,500
169
$181K 0.03%
10,500
170
$179K 0.03%
5,050
171
$177K 0.03%
11,500
172
$171K 0.03%
12,500
173
$142K 0.02%
10,500
174
$120K 0.02%
11,300
175
$118K 0.02%
10,816
-1,482
4 5 6
7
8