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
$407M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.45M
3
+$1.32M
4
EL icon
Estee Lauder
EL
+$705K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$704K

Top Sells

1
+$5.63M
2
+$2.77M
3
+$987K
4
DHR icon
Danaher
DHR
+$555K
5
CELG
Celgene Corp
CELG
+$537K

Sector Composition

1 Healthcare 22.86%
2 Financials 19.06%
3 Technology 14.88%
4 Industrials 9.35%
5 Energy 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.9M 5.87%
1,658,692
+1,400
2
$23.2M 5.71%
145,554
-900
3
$13.9M 3.43%
141,366
-1,338
4
$13.4M 3.3%
68,719
-202
5
$12.8M 3.13%
148,930
-2,215
6
$9.82M 2.41%
94,266
-2,608
7
$8.95M 2.2%
26,663
-1,175
8
$8.95M 2.2%
43,186
-385
9
$8.85M 2.17%
72,912
-1,065
10
$8.69M 2.14%
187,848
-5,736
11
$8.54M 2.1%
363,491
12
$8.07M 1.98%
33,095
+1,468
13
$7.73M 1.9%
93,405
-65
14
$7.14M 1.76%
65,615
+1,461
15
$6.6M 1.62%
33,963
-346
16
$6.32M 1.55%
60,974
+1,301
17
$6.3M 1.55%
5,069
+1,064
18
$6.22M 1.53%
125,148
-2,683
19
$6.13M 1.51%
178,203
+1,243
20
$6.05M 1.49%
24,645
+238
21
$6.03M 1.48%
248,540
+8,840
22
$5.6M 1.38%
198,495
+1,747
23
$5.57M 1.37%
44,088
-1,006
24
$5.52M 1.36%
128,214
-2,250
25
$5.42M 1.33%
107,717
+4,611
1
2 3 4 5