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
$661M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.98M
3
+$1.5M
4
SBUX icon
Starbucks
SBUX
+$848K
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$455K

Top Sells

1
+$12.9M
2
+$2.75M
3
+$1.44M
4
SHW icon
Sherwin-Williams
SHW
+$1.33M
5
CRM icon
Salesforce
CRM
+$1.24M

Sector Composition

1 Healthcare 17.92%
2 Technology 14.64%
3 Financials 11.63%
4 Consumer Discretionary 5.63%
5 Consumer Staples 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.5M 4.3%
1,221,966
+3,014
2
$26.8M 4.05%
111,628
+48
3
$22.4M 3.39%
276,098
-33,925
4
$20.1M 3.04%
403,615
-17,760
5
$19.6M 2.97%
53,613
-1,552
6
$19.6M 2.96%
73,903
-1,260
7
$18.5M 2.8%
142,671
-1,899
8
$16M 2.42%
139,099
-7,488
9
$14.6M 2.2%
457,748
+88,505
10
$14.6M 2.2%
46,100
-502
11
$14M 2.12%
460,146
-29,425
12
$12.5M 1.9%
22,765
-495
13
$12.2M 1.85%
23,102
+153
14
$11M 1.67%
82,383
-1,016
15
$10.9M 1.64%
87,373
+2,431
16
$10.8M 1.64%
122,204
+2,293
17
$9.42M 1.42%
85,378
-70
18
$8.99M 1.36%
115,694
-3,130
19
$8.97M 1.36%
49,676
+350
20
$8.76M 1.32%
599,670
+17,460
21
$8.49M 1.28%
288,922
+51,064
22
$8.45M 1.28%
35,930
+349
23
$7.83M 1.18%
57,601
+630
24
$7.48M 1.13%
22,229
-10
25
$7.47M 1.13%
145,869
-3,739
1
2 3 4 5