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
$464M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$653K
3
+$516K
4
AFSI.PRE
AmTrust Financial Services, Inc.
AFSI.PRE
+$417K
5
NEE icon
NextEra Energy
NEE
+$361K

Top Sells

1
+$1.53M
2
+$434K
3
+$364K
4
ATRI
Atrion Corp
ATRI
+$319K
5
INTC icon
Intel
INTC
+$292K

Sector Composition

1 Healthcare 22.51%
2 Technology 22.12%
3 Consumer Discretionary 8.94%
4 Communication Services 8.56%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.44M 1.17%
117,608
-1,269
27
$5.44M 1.17%
23,412
28
$5.29M 1.14%
151,809
+33
29
$5.28M 1.14%
144,713
+5,131
30
$5.22M 1.12%
35,045
-1,951
31
$5.07M 1.09%
16,852
+984
32
$4.86M 1.05%
201,616
+2,459
33
$4.65M 1%
22,199
+298
34
$4.54M 0.98%
20,799
-163
35
$4.23M 0.91%
25,693
-36
36
$4.21M 0.91%
53,254
+521
37
$4.07M 0.88%
78,609
-5,617
38
$3.89M 0.84%
83,412
-627
39
$3.89M 0.84%
150,132
+6,510
40
$3.84M 0.83%
97,543
-3,947
41
$3.71M 0.8%
41,953
-5,267
42
$3.65M 0.79%
26,239
-1,654
43
$3.46M 0.75%
329,066
+200
44
$3.4M 0.73%
24,372
-45
45
$3.36M 0.72%
13,344
+3,263
46
$3.02M 0.65%
7,872
+1,353
47
$2.96M 0.64%
25,780
-608
48
$2.93M 0.63%
28,145
+185
49
$2.79M 0.6%
32,426
-185
50
$2.61M 0.56%
20,791
+372
1
2
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