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
$434M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$3.93M
3
+$3.89M
4
CRM icon
Salesforce
CRM
+$3.12M
5
STL
Sterling Bancorp
STL
+$2.97M

Top Sells

1
+$3.16M
2
+$2.57M
3
+$2.08M
4
GS icon
Goldman Sachs
GS
+$2.01M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.83M

Sector Composition

1 Healthcare 24.62%
2 Technology 15.62%
3 Financials 12.14%
4 Communication Services 8.4%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.88M 1.12%
44,812
+1,251
27
$4.85M 1.12%
30,659
+14,670
28
$4.82M 1.11%
77,291
+25,069
29
$4.77M 1.1%
64,393
+16,213
30
$4.59M 1.06%
34,992
+4,580
31
$4.37M 1.01%
50,646
+20,976
32
$4.28M 0.99%
125,139
-1,789
33
$4.26M 0.98%
+56,760
34
$4.24M 0.98%
53,123
+15,730
35
$3.96M 0.91%
116,442
+107,775
36
$3.73M 0.86%
51,103
+9,271
37
$3.66M 0.84%
+12,554
38
$3.66M 0.84%
27,757
+21,282
39
$3.58M 0.82%
70,919
+7,776
40
$3.49M 0.8%
26,799
+3,749
41
$3.47M 0.8%
37,764
+4,515
42
$3.45M 0.79%
110,979
+42,180
43
$3.25M 0.75%
157,101
+66,294
44
$3.11M 0.72%
+22,680
45
$3.1M 0.72%
23,652
+16,830
46
$3.1M 0.71%
23,471
+6,164
47
$2.94M 0.68%
25,171
+5,634
48
$2.94M 0.68%
65,128
+10,064
49
$2.93M 0.68%
15,066
+3,169
50
$2.92M 0.67%
62,093
-16,141
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