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
$661M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.98M
3
+$1.5M
4
SBUX icon
Starbucks
SBUX
+$848K
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$455K

Top Sells

1
+$12.9M
2
+$2.75M
3
+$1.44M
4
SHW icon
Sherwin-Williams
SHW
+$1.33M
5
CRM icon
Salesforce
CRM
+$1.24M

Sector Composition

1 Healthcare 17.92%
2 Technology 14.64%
3 Financials 11.63%
4 Consumer Discretionary 5.63%
5 Consumer Staples 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$446K 0.07%
3,515
-1,000
152
$446K 0.07%
2,140
153
$444K 0.07%
7,901
-1,005
154
$442K 0.07%
6,308
+41
155
$434K 0.07%
10,220
+781
156
$432K 0.07%
11,108
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157
$432K 0.07%
3,673
+32
158
$432K 0.07%
7,045
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159
$431K 0.07%
13,100
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160
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3,492
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161
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162
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163
$425K 0.06%
3,483
164
$421K 0.06%
7,631
165
$416K 0.06%
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166
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6,315
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169
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170
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171
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4,789
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172
$372K 0.06%
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173
$362K 0.05%
6,944
174
$362K 0.05%
1,042
175
$356K 0.05%
7,145
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