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
$904M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$16M
3
+$12.4M
4
CMG icon
Chipotle Mexican Grill
CMG
+$8.78M
5
GNRC icon
Generac Holdings
GNRC
+$3.74M

Top Sells

1
+$14.5M
2
+$13.4M
3
+$5.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.73M
5
LLY icon
Eli Lilly
LLY
+$3.72M

Sector Composition

1 Technology 21.76%
2 Healthcare 17.14%
3 Financials 12.98%
4 Consumer Discretionary 7.46%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.8M 4.74%
48,316
-4,204
2
$40.7M 4.5%
1,206,072
+367,288
3
$39.2M 4.33%
322,486
+278,234
4
$38M 4.2%
88,240
-13,104
5
$36.4M 4.02%
1,205,836
+8,816
6
$34.5M 3.82%
70,301
-1,319
7
$30.8M 3.41%
1,016,952
+529,121
8
$30.5M 3.37%
130,770
-9,479
9
$20.5M 2.27%
90,908
-3,635
10
$18.9M 2.09%
113,127
+623
11
$18.5M 2.05%
99,475
+13,720
12
$16.4M 1.81%
77,752
-11,767
13
$15.8M 1.75%
20,455
+4,403
14
$14.8M 1.64%
90,115
+10,645
15
$14.1M 1.56%
24,146
+4,926
16
$13.8M 1.53%
24,119
-6,506
17
$13.2M 1.46%
48,536
+1,999
18
$12.8M 1.42%
24,788
+4,235
19
$12.8M 1.42%
46,106
+8,526
20
$12.4M 1.37%
20,063
+556
21
$12.2M 1.35%
103,691
-10,967
22
$11.6M 1.28%
14,315
-590
23
$11.3M 1.25%
57,374
+4,685
24
$11.2M 1.24%
50,332
+3,276
25
$11M 1.22%
63,902
-8,358
1
2 3 4 5