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
$835M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$4.68M
2 +$3.75M
3 +$3.65M
4
BKR icon
Baker Hughes
BKR
+$3.15M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.1M

Top Sells

1 +$11.2M
2 +$4.6M
3 +$4.52M
4
WY icon
Weyerhaeuser
WY
+$3.4M
5
DIS icon
Walt Disney
DIS
+$1.78M

Sector Composition

1 Technology 20.64%
2 Healthcare 16.07%
3 Financials 11.75%
4 Consumer Discretionary 7.78%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$294K 0.04%
4,813
-207
152
$287K 0.03%
3,400
153
$271K 0.03%
1,600
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154
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155
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156
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157
$264K 0.03%
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158
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160
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161
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+500
162
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480
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164
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165
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525
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166
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167
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168
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169
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171
$129K 0.02%
10,500
172
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10,500
173
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11,500
174
$106K 0.01%
10,500
175
$82.7K 0.01%
12,000