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
$359M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$851K
3
+$557K
4
ADBE icon
Adobe
ADBE
+$429K
5
ATRI
Atrion Corp
ATRI
+$428K

Top Sells

1
+$2.44M
2
+$1.23M
3
+$1.15M
4
MDT icon
Medtronic
MDT
+$981K
5
STJ
St Jude Medical
STJ
+$942K

Sector Composition

1 Healthcare 24.15%
2 Financials 14.01%
3 Technology 13.82%
4 Industrials 9.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 1.11%
35,182
+1,545
27
$3.9M 1.09%
16,995
+184
28
$3.79M 1.06%
80,353
+2,800
29
$3.73M 1.04%
83,568
-10,725
30
$3.67M 1.02%
28,167
+3,653
31
$3.65M 1.02%
46,476
-2,259
32
$3.64M 1.01%
40,494
-1,676
33
$3.58M 1%
66,653
+2,216
34
$3.47M 0.97%
158,460
+19,610
35
$3.46M 0.97%
110,399
-2,411
36
$3.44M 0.96%
82,880
+8,700
37
$3.21M 0.89%
19,557
+1,965
38
$3.2M 0.89%
31,262
39
$3.15M 0.88%
56,903
+2,740
40
$3.12M 0.87%
47,386
-5,375
41
$3.1M 0.86%
80,000
+3,900
42
$2.95M 0.82%
21,627
-227
43
$2.85M 0.8%
105,752
-2,283
44
$2.84M 0.79%
25,552
+850
45
$2.6M 0.73%
+62,264
46
$2.58M 0.72%
29,890
+2,265
47
$2.57M 0.72%
20,676
+3,030
48
$2.34M 0.65%
19,462
+80
49
$2.32M 0.65%
9,707
-1,140
50
$2.31M 0.64%
41,447
+4,627
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