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
$312M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.42M
3
+$552K
4
AVGO icon
Broadcom
AVGO
+$492K
5
RHT
Red Hat Inc
RHT
+$332K

Top Sells

1
+$2.41M
2
+$1.77M
3
+$1.1M
4
STJ
St Jude Medical
STJ
+$731K
5
GE icon
GE Aerospace
GE
+$603K

Sector Composition

1 Healthcare 27.7%
2 Technology 12.59%
3 Financials 12.13%
4 Industrials 8.94%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 1.17%
49,614
-3,185
27
$3.53M 1.13%
41,655
-1,274
28
$3.52M 1.13%
107,775
+114
29
$3.5M 1.12%
63,572
-3,681
30
$2.97M 0.95%
12,842
-345
31
$2.87M 0.92%
31,267
-1,140
32
$2.86M 0.92%
29,210
+1,452
33
$2.78M 0.89%
21,256
-100
34
$2.77M 0.89%
34,278
+1,514
35
$2.73M 0.87%
70,180
+573
36
$2.59M 0.83%
22,638
+555
37
$2.42M 0.78%
16,262
-1,740
38
$2.41M 0.77%
57,517
+1,004
39
$2.4M 0.77%
180,478
-33,569
40
$2.33M 0.75%
58,500
+48,535
41
$2.33M 0.75%
113,807
-3,543
42
$1.96M 0.63%
56,500
+8,140
43
$1.93M 0.62%
37,977
-5,099
44
$1.92M 0.62%
33,580
+1,405
45
$1.89M 0.61%
45,915
+3,455
46
$1.87M 0.6%
29,367
-3,196
47
$1.77M 0.57%
48,412
+10,028
48
$1.76M 0.57%
21,135
+1,778
49
$1.74M 0.56%
12,805
+415
50
$1.73M 0.56%
23,703
+1,688
1
2
3 4 5