HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $904M
1-Year Est. Return 23.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$623M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$5.95M
3 +$5.54M
4
MSFT icon
Microsoft
MSFT
+$1.88M
5
INTC icon
Intel
INTC
+$1.62M

Top Sells

1 +$5.97M
2 +$4.03M
3 +$1.28M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$704K
5
SBUX icon
Starbucks
SBUX
+$675K

Sector Composition

1 Healthcare 16.96%
2 Technology 14.73%
3 Financials 10.58%
4 Consumer Discretionary 5.74%
5 Consumer Staples 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-900
227
-13,371