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
-1,153
154
$271K 0.03%
4,697
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155
$267K 0.03%
3,980
156
$265K 0.03%
20,000
157
$264K 0.03%
23,870
158
$259K 0.03%
2,856
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159
$251K 0.03%
+12,000
160
$236K 0.03%
3,500
161
$232K 0.03%
+500
162
$231K 0.03%
480
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163
$227K 0.03%
6,288
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164
$226K 0.03%
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165
$219K 0.03%
525
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166
$204K 0.02%
+3,000
167
$202K 0.02%
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168
$196K 0.02%
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169
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16,000
170
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15,700
171
$129K 0.02%
10,500
172
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10,500
173
$121K 0.01%
11,500
174
$106K 0.01%
10,500
175
$82.7K 0.01%
12,000
4 5 6
7
8