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
$837M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.93M
3
+$3.91M
4
CBRE icon
CBRE Group
CBRE
+$2.99M
5
TRMB icon
Trimble
TRMB
+$2.77M

Top Sells

1
+$5.76M
2
+$5.23M
3
+$3.03M
4
ILMN icon
Illumina
ILMN
+$2.29M
5
LEN icon
Lennar Class A
LEN
+$1.4M

Sector Composition

1 Technology 20.77%
2 Healthcare 16.25%
3 Financials 13.52%
4 Consumer Discretionary 7.21%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.7M 4.98%
1,254,198
+19,355
2
$39.8M 4.75%
48,172
-59
3
$33.9M 4.05%
68,466
-1,835
4
$33.1M 3.96%
1,100,339
+51,850
5
$33.1M 3.95%
88,090
-158
6
$31.3M 3.74%
289,079
-9,720
7
$28.1M 3.35%
126,426
-1,518
8
$27.6M 3.29%
1,178,905
-25,463
9
$19.3M 2.31%
101,690
+5,732
10
$19.3M 2.3%
93,235
+2,227
11
$17.6M 2.11%
112,959
-586
12
$17.1M 2.04%
69,570
-2,938
13
$14M 1.68%
20,633
-570
14
$12.9M 1.55%
24,722
-1,561
15
$12.9M 1.54%
36,842
-1,107
16
$12.4M 1.49%
104,603
+1,062
17
$12.3M 1.47%
45,755
+132
18
$11.9M 1.42%
21,239
-1,780
19
$11.9M 1.42%
20,599
+6,789
20
$11.8M 1.41%
48,365
-1,549
21
$11.3M 1.35%
2,954
+271
22
$10.7M 1.27%
39,744
+3,253
23
$10.3M 1.22%
26,736
+1,908
24
$10.2M 1.22%
48,590
-4,983
25
$10.2M 1.22%
204,252
-7,643
1
2 3 4 5