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
$661M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$2.8M
2 +$2.06M
3 +$1.49M
4
SBUX icon
Starbucks
SBUX
+$806K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$416K

Top Sells

1 +$13M
2 +$2.75M
3 +$1.4M
4
CRM icon
Salesforce
CRM
+$1.37M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Sector Composition

1 Healthcare 17.92%
2 Technology 14.64%
3 Financials 11.63%
4 Consumer Discretionary 5.63%
5 Consumer Staples 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-5,550
227
-10,816