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
$434M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.67M
3
+$3.66M
4
CRM icon
Salesforce
CRM
+$3.11M
5
XLNX
Xilinx Inc
XLNX
+$2.89M

Top Sells

1
+$3.5M
2
+$2.29M
3
+$1.92M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.83M
5
GS icon
Goldman Sachs
GS
+$1.67M

Sector Composition

1 Healthcare 24.62%
2 Financials 17.24%
3 Technology 15.62%
4 Communication Services 8.4%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.2M 5.36%
145,554
2
$22.1M 5.1%
1,702,958
+22,164
3
$16.1M 3.72%
158,921
+18,399
4
$14.1M 3.25%
155,017
+5,415
5
$13.2M 3.05%
77,095
+9,001
6
$10.8M 2.48%
48,062
+5,873
7
$10.6M 2.45%
108,682
+15,117
8
$9.16M 2.11%
28,419
+2,391
9
$8.63M 1.99%
522,517
+159,266
10
$8.53M 1.97%
206,010
+28,327
11
$8.39M 1.93%
37,067
+4,244
12
$8.24M 1.9%
146,566
+39,033
13
$8.16M 1.88%
73,826
+13,136
14
$8.09M 1.87%
205,252
+17,644
15
$7.48M 1.72%
30,015
+5,664
16
$7.24M 1.67%
56,068
-14,896
17
$6.86M 1.58%
59,303
+1,368
18
$6.64M 1.53%
261,000
+37,590
19
$6.35M 1.46%
135,387
+12,524
20
$6.19M 1.43%
142,942
+17,208
21
$5.99M 1.38%
87,781
-4,620
22
$5.87M 1.35%
113,360
+4,500
23
$5.87M 1.35%
44,774
+10,141
24
$5.73M 1.32%
52,297
+16,198
25
$5.22M 1.2%
49,344
-13,429
1
2 3 4 5