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
$339M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$835K
3
+$484K
4
AVGO icon
Broadcom
AVGO
+$435K
5
KHC icon
Kraft Heinz
KHC
+$423K

Top Sells

1
+$2.17M
2
+$1.34M
3
+$770K
4
JCI icon
Johnson Controls International
JCI
+$554K
5
TROW icon
T. Rowe Price
TROW
+$402K

Sector Composition

1 Healthcare 23.81%
2 Financials 14.82%
3 Technology 13.43%
4 Industrials 8.89%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 1.1%
169,199
+19,020
27
$3.67M 1.08%
77,553
+4,676
28
$3.63M 1.07%
52,761
-138
29
$3.63M 1.07%
94,293
-8,774
30
$3.62M 1.07%
112,810
+5,344
31
$3.55M 1.04%
42,170
+105
32
$3.51M 1.03%
33,637
+2,290
33
$3.38M 1%
29,379
+2,873
34
$3.21M 0.95%
31,262
-255
35
$3.11M 0.92%
64,437
+4,290
36
$2.97M 0.88%
54,163
+5,450
37
$2.89M 0.85%
21,854
+231
38
$2.86M 0.84%
74,180
+7,540
39
$2.83M 0.83%
76,100
+5,300
40
$2.81M 0.83%
17,592
+1,758
41
$2.62M 0.77%
108,035
-6,494
42
$2.53M 0.75%
24,702
+2,273
43
$2.52M 0.74%
24,514
+7,888
44
$2.52M 0.74%
43,126
-4,251
45
$2.45M 0.72%
138,850
+25,080
46
$2.44M 0.72%
59,284
+5,304
47
$2.28M 0.67%
10,847
-1,630
48
$2.27M 0.67%
19,382
+1,720
49
$2.05M 0.6%
28,764
-666
50
$2.04M 0.6%
17,646
+3,138
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