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
$206M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$472K
3
+$395K
4
JPM icon
JPMorgan Chase
JPM
+$344K
5
T icon
AT&T
T
+$302K

Top Sells

1
+$6.65M
2
+$6.38M
3
+$570K
4
MO icon
Altria Group
MO
+$555K
5
JNJ icon
Johnson & Johnson
JNJ
+$466K

Sector Composition

1 Healthcare 18.78%
2 Technology 15.83%
3 Energy 13.82%
4 Financials 13.58%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 1.47%
25,660
-162
27
$2.94M 1.43%
64,803
-2,640
28
$2.81M 1.37%
31,449
-832
29
$2.71M 1.32%
48,225
+202
30
$2.67M 1.3%
193,564
+3,495
31
$2.62M 1.27%
63,303
+6,973
32
$2.52M 1.23%
54,567
-928
33
$2.5M 1.22%
39,400
+171
34
$2.13M 1.03%
34,387
+3,022
35
$2.08M 1.01%
13,179
+134
36
$1.87M 0.91%
61,910
+1,479
37
$1.86M 0.91%
28,275
-49
38
$1.78M 0.87%
55,982
+2,207
39
$1.76M 0.86%
7,750
-25
40
$1.76M 0.86%
26,791
+3,911
41
$1.76M 0.85%
33,700
-600
42
$1.66M 0.81%
51,347
+1,599
43
$1.48M 0.72%
25,540
-1,495
44
$1.47M 0.72%
15,300
-302
45
$1.45M 0.7%
85,064
+32,872
46
$1.19M 0.58%
19,564
-826
47
$1.18M 0.58%
46,301
+2,160
48
$1.13M 0.55%
77,235
+7,278
49
$1.12M 0.54%
15,404
+1,150
50
$1.08M 0.52%
134,116
-1,875
1
2
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