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
$320M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$4.27M
3
+$2.94M
4
MDT icon
Medtronic
MDT
+$2.67M
5
RMD icon
ResMed
RMD
+$2.05M

Top Sells

1
+$754K
2
+$625K
3
+$460K
4
CTXS
Citrix Systems Inc
CTXS
+$433K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$421K

Sector Composition

1 Healthcare 30.14%
2 Financials 19.58%
3 Technology 13.71%
4 Energy 8.23%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.2M 6.94%
956,146
+183,558
2
$17.7M 5.53%
239,158
+36,002
3
$16.1M 5.04%
299,790
+134,820
4
$8.73M 2.73%
89,615
-1,412
5
$8.44M 2.63%
573,999
-24,900
6
$8.03M 2.51%
72,285
-1,135
7
$6.84M 2.14%
53,759
-918
8
$6.72M 2.1%
64,122
-1,355
9
$6.64M 2.07%
79,762
-3,527
10
$6.17M 1.93%
139,764
-4,106
11
$5.7M 1.78%
187,358
-2,144
12
$5.67M 1.77%
83,676
+302
13
$5.55M 1.73%
66,435
+35,190
14
$5.47M 1.71%
42,196
-2,085
15
$5.42M 1.69%
134,570
+6,566
16
$5.37M 1.68%
57,488
+321
17
$5.34M 1.67%
167,998
-1,666
18
$5.13M 1.6%
53,177
-1,090
19
$4.95M 1.54%
75,545
-5,332
20
$4.48M 1.4%
162,993
-14
21
$4.34M 1.36%
55,528
-2,899
22
$4.28M 1.34%
76,144
+3,767
23
$4.23M 1.32%
134,776
+24,600
24
$4.19M 1.31%
13,819
-45
25
$4.19M 1.31%
30,184
+1,030
1
2 3 4 5