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
$642M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.53M
3
+$906K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$881K
5
KLAC icon
KLA
KLAC
+$876K

Top Sells

1
+$1.21M
2
+$1.11M
3
+$1.07M
4
ADBE icon
Adobe
ADBE
+$962K
5
ISRG icon
Intuitive Surgical
ISRG
+$935K

Sector Composition

1 Healthcare 16.28%
2 Technology 14.73%
3 Financials 10.22%
4 Consumer Discretionary 5.37%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$240K 0.04%
2,521
177
$225K 0.04%
3,736
178
$223K 0.03%
2,022
+200
179
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+1,245
180
$215K 0.03%
5,353
-548
181
$213K 0.03%
3,372
+3
182
$213K 0.03%
+1,575
183
$211K 0.03%
+5,153
184
$210K 0.03%
+2,855
185
$209K 0.03%
+2,613
186
$202K 0.03%
3,081
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187
$195K 0.03%
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188
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189
$143K 0.02%
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190
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14,900
191
$140K 0.02%
13,000
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192
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10,500
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193
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194
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12,022
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195
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14,300
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196
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10,500
197
$124K 0.02%
10,500
198
$118K 0.02%
10,816
199
$111K 0.02%
10,000
200
$76K 0.01%
3,838
5 6 7
8
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