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
$575M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$957K
3
+$627K
4
CIEN icon
Ciena
CIEN
+$588K
5
XOM icon
Exxon Mobil
XOM
+$394K

Top Sells

1
+$3.85M
2
+$2.98M
3
+$2.92M
4
CSX icon
CSX Corp
CSX
+$2.91M
5
RMD icon
ResMed
RMD
+$2.24M

Sector Composition

1 Healthcare 21.11%
2 Technology 20.53%
3 Financials 13.53%
4 Communication Services 9.1%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.5M 5.48%
116,388
-10,998
2
$24.8M 4.31%
80,820
-5,025
3
$21.4M 3.72%
1,259,330
+5,176
4
$20.9M 3.63%
152,624
-12,150
5
$19.5M 3.39%
495,335
-38,638
6
$16.8M 2.93%
52,790
-5,488
7
$16.4M 2.86%
132,406
+643
8
$16.2M 2.81%
27,638
-2,334
9
$15.4M 2.69%
123,280
-8,460
10
$15.1M 2.63%
29,973
-2,961
11
$13.2M 2.29%
57,453
-2,087
12
$13.1M 2.28%
37,785
-278
13
$12.9M 2.25%
83,165
-3,721
14
$12.9M 2.25%
646,240
-10,800
15
$11.7M 2.03%
67,800
-5,060
16
$9M 1.56%
37,842
-535
17
$8.86M 1.54%
22,126
-1,672
18
$8.62M 1.5%
209,056
+5,179
19
$7.98M 1.39%
32,656
-702
20
$7.86M 1.37%
17,064
-1,014
21
$7.78M 1.35%
44,249
-1,013
22
$7.65M 1.33%
51,633
-6,196
23
$6.93M 1.21%
29,660
-2,652
24
$6.8M 1.18%
48,348
-2,215
25
$6.8M 1.18%
121,289
-5,186
1
2 3 4 5