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
$835M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.75M
3
+$3.65M
4
BKR icon
Baker Hughes
BKR
+$3.15M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.1M

Top Sells

1
+$11.2M
2
+$4.6M
3
+$4.52M
4
WY icon
Weyerhaeuser
WY
+$3.4M
5
DIS icon
Walt Disney
DIS
+$1.78M

Sector Composition

1 Technology 20.64%
2 Healthcare 16.07%
3 Financials 11.75%
4 Consumer Discretionary 7.78%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40M 4.79%
51,391
+1,101
2
$39.5M 4.74%
93,998
-1,246
3
$34.3M 4.11%
379,900
-11,730
4
$31.2M 3.73%
953,625
+114,841
5
$28.6M 3.42%
71,651
+31
6
$27.7M 3.32%
1,204,558
+7,538
7
$23.2M 2.78%
135,149
+2,750
8
$19.6M 2.34%
93,964
-579
9
$19.2M 2.3%
645,112
+157,281
10
$17.7M 2.12%
88,347
+5,258
11
$16.9M 2.02%
110,673
+8,189
12
$15.7M 1.88%
87,076
+10,851
13
$15.1M 1.81%
28,936
-1,689
14
$13.8M 1.65%
76,495
+11,052
15
$13.5M 1.62%
116,136
+10,998
16
$12.3M 1.47%
17,560
+5,218
17
$11.7M 1.4%
51,206
+12,679
18
$11.1M 1.33%
54,062
+12,645
19
$11.1M 1.33%
28,937
-4,045
20
$11M 1.32%
18,927
+245
21
$11M 1.32%
15,245
+2,210
22
$10.8M 1.3%
38,847
+9,853
23
$10.5M 1.26%
181,100
+53,250
24
$10.2M 1.22%
20,235
+2,031
25
$9.87M 1.18%
54,192
+6,053
1
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