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
$738M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.77M
3
+$2.38M
4
GTLS icon
Chart Industries
GTLS
+$1.98M
5
URI icon
United Rentals
URI
+$1.38M

Top Sells

1
+$6.31M
2
+$5.53M
3
+$3.46M
4
WMT icon
Walmart
WMT
+$3.38M
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$2.64M

Sector Composition

1 Technology 20.12%
2 Healthcare 15.78%
3 Financials 9.83%
4 Consumer Discretionary 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$411K 0.06%
3,320
+71
152
$410K 0.06%
1,042
153
$407K 0.06%
30,000
154
$406K 0.06%
7,145
155
$394K 0.05%
12,087
-13,498
156
$393K 0.05%
4,692
-222
157
$383K 0.05%
6,335
-50
158
$382K 0.05%
1,949
-47
159
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4,191
+137
160
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10,122
-8,303
161
$356K 0.05%
6,305
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162
$352K 0.05%
5,370
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163
$348K 0.05%
9,857
-200
164
$345K 0.05%
775
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165
$335K 0.05%
2,860
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166
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2,604
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167
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900
168
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20,000
169
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11,077
-4,245
170
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1,170
171
$289K 0.04%
3,985
-2,091
172
$284K 0.04%
15,704
173
$283K 0.04%
500
174
$281K 0.04%
+2,700
175
$277K 0.04%
1,635
5 6
7
8 9