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
$738M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.77M
3
+$2.38M
4
GTLS icon
Chart Industries
GTLS
+$1.98M
5
URI icon
United Rentals
URI
+$1.38M

Top Sells

1
+$6.31M
2
+$5.53M
3
+$3.46M
4
WMT icon
Walmart
WMT
+$3.38M
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$2.64M

Sector Composition

1 Technology 20.12%
2 Healthcare 15.78%
3 Financials 9.83%
4 Consumer Discretionary 6.42%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37M 5.01%
108,736
-2,887
2
$29.5M 3.99%
151,952
-607
3
$24.6M 3.33%
52,393
-1,982
4
$24.5M 3.32%
71,653
-2,250
5
$23.5M 3.18%
555,200
-41,780
6
$20.4M 2.76%
635,013
+89,034
7
$19.7M 2.67%
242,968
-12,000
8
$18.8M 2.55%
375,362
-420
9
$18.4M 2.49%
1,224,680
-4,844
10
$16.5M 2.23%
94,639
+4,039
11
$15.7M 2.13%
136,449
-1,095
12
$14.9M 2.02%
33,695
-411
13
$14.8M 2%
122,216
-1,603
14
$13.3M 1.8%
42,807
-2,129
15
$12.6M 1.7%
86,488
+2,150
16
$11.8M 1.59%
109,724
+22,146
17
$11.4M 1.55%
387,679
+36,983
18
$11.2M 1.52%
21,500
-658
19
$10.6M 1.43%
21,648
-105
20
$10.2M 1.38%
21,233
-418
21
$10.1M 1.36%
77,208
+6,169
22
$9.89M 1.34%
112,281
-588
23
$8.94M 1.21%
48,290
-521
24
$8.64M 1.17%
75,858
+2,577
25
$8.42M 1.14%
44,754
+2,030
1
2 3 4 5