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
$469M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.13M
3
+$959K
4
ATRI
Atrion Corp
ATRI
+$676K
5
AMZN icon
Amazon
AMZN
+$521K

Top Sells

1
+$3.03M
2
+$1.8M
3
+$851K
4
CELG
Celgene Corp
CELG
+$677K
5
BA icon
Boeing
BA
+$616K

Sector Composition

1 Healthcare 24.42%
2 Financials 17.23%
3 Technology 16.36%
4 Communication Services 8.05%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27M 5.77%
137,145
2
$25M 5.34%
1,700,794
+32,600
3
$20.8M 4.43%
131,659
+1,189
4
$16.8M 3.57%
147,657
-369
5
$13.4M 2.86%
61,346
-294
6
$12.8M 2.73%
174,488
+13,056
7
$12.4M 2.64%
88,658
+749
8
$11.9M 2.55%
36,714
-293
9
$10.1M 2.17%
30,773
+69
10
$8.85M 1.89%
67,364
+1,443
11
$8.43M 1.8%
61,647
+576
12
$7.84M 1.67%
117,240
+6,320
13
$7.73M 1.65%
125,915
+2,065
14
$7.32M 1.56%
347,166
-2,000
15
$7.25M 1.55%
35,345
+1,677
16
$6.9M 1.47%
23,473
+160
17
$6.79M 1.45%
192,699
+10,012
18
$6.59M 1.41%
45,559
+743
19
$6.48M 1.38%
44,577
+223
20
$6.11M 1.3%
102,038
-14,224
21
$6.1M 1.3%
18,947
-437
22
$5.75M 1.23%
17,649
-1,891
23
$5.62M 1.2%
38,493
-414
24
$5.59M 1.19%
124,419
+5,049
25
$5.55M 1.19%
149,402
-13,402
1
2 3 4 5