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
176
$272K 0.04%
4,629
177
$267K 0.04%
7,517
-53
178
$266K 0.04%
2,334
179
$263K 0.04%
3,736
180
$262K 0.04%
2,523
-677
181
$261K 0.04%
23,870
+1,870
182
$242K 0.03%
4,553
-994
183
$237K 0.03%
2,979
-1,034
184
$232K 0.03%
4,106
-946
185
$217K 0.03%
1,575
186
$208K 0.03%
4,593
-50
187
$207K 0.03%
1,850
-1,125
188
$207K 0.03%
6,824
-3,051
189
$204K 0.03%
+3,500
190
$177K 0.02%
15,700
+1,000
191
$165K 0.02%
17,600
192
$162K 0.02%
16,000
-1,850
193
$126K 0.02%
3,733
194
$123K 0.02%
10,500
195
$122K 0.02%
10,500
196
$122K 0.02%
11,500
-500
197
$107K 0.01%
10,500
198
$58K 0.01%
12,000
+2,000
199
$2.32K ﹤0.01%
175
200
– –
-31,434
5 6 7
8
9