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
$904M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$16M
3
+$12.4M
4
CMG icon
Chipotle Mexican Grill
CMG
+$8.78M
5
GNRC icon
Generac Holdings
GNRC
+$3.74M

Top Sells

1
+$14.5M
2
+$13.4M
3
+$5.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.73M
5
LLY icon
Eli Lilly
LLY
+$3.72M

Sector Composition

1 Technology 21.76%
2 Healthcare 17.14%
3 Financials 12.98%
4 Consumer Discretionary 7.46%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$256K 0.03%
6,288
-275
152
$239K 0.03%
7,609
-1,000
153
$238K 0.03%
3,500
154
$228K 0.03%
+893
155
$227K 0.03%
+1,100
156
$223K 0.02%
1,164
157
$219K 0.02%
+6,625
158
$219K 0.02%
415
-77
159
$215K 0.02%
+3,000
160
$214K 0.02%
5,463
+235
161
$213K 0.02%
2,250
162
$201K 0.02%
+2,494
163
$200K 0.02%
17,600
164
$167K 0.02%
16,000
165
$141K 0.02%
10,500
166
$138K 0.02%
10,500
167
$137K 0.02%
+10,000
168
$134K 0.01%
11,500
169
$120K 0.01%
15,700
170
$104K 0.01%
10,500
171
$102K 0.01%
28,000
+16,000
172
$101K 0.01%
+11,280
173
$67.2K 0.01%
12,000
174
$18.8K ﹤0.01%
13,150
175
– –
-14,000
4 5 6
7
8