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
$524M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$2.11M
3
+$1.09M
4
FDX icon
FedEx
FDX
+$461K
5
TROW icon
T. Rowe Price
TROW
+$440K

Top Sells

1
+$1.07M
2
+$942K
3
+$747K
4
TFC icon
Truist Financial
TFC
+$693K
5
ENB icon
Enbridge
ENB
+$482K

Sector Composition

1 Healthcare 21.93%
2 Technology 20.73%
3 Financials 9.61%
4 Communication Services 8.7%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.21M 1.18%
118,410
+802
27
$6.18M 1.18%
203,948
+2,332
28
$6.04M 1.15%
335,805
+6,739
29
$5.79M 1.1%
23,631
+219
30
$5.69M 1.08%
188,052
+37,920
31
$5.67M 1.08%
48,455
+200
32
$5.64M 1.08%
26,529
+836
33
$5.57M 1.06%
24,810
+352
34
$5.57M 1.06%
20,905
+106
35
$5.48M 1.05%
34,840
-205
36
$5.24M 1%
142,441
-9,368
37
$4.89M 0.93%
23,264
+1,065
38
$4.21M 0.8%
94,081
-3,462
39
$4.15M 0.79%
53,121
-133
40
$4.12M 0.78%
23,352
-1,020
41
$4.11M 0.78%
85,557
+2,145
42
$3.92M 0.75%
27,630
-515
43
$3.9M 0.74%
15,009
+1,665
44
$3.77M 0.72%
41,127
-826
45
$3.6M 0.69%
72,299
-6,310
46
$3.58M 0.68%
25,739
-500
47
$3.5M 0.67%
32,732
+306
48
$3.39M 0.65%
49,430
+7,260
49
$3.2M 0.61%
20,426
-5,354
50
$3.06M 0.58%
21,336
+545
1
2
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