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
$913M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$5.03M
3
+$4.64M
4
MELI icon
Mercado Libre
MELI
+$4.55M
5
NEE icon
NextEra Energy
NEE
+$2.84M

Top Sells

1
+$2.12M
2
+$2.03M
3
+$1.75M
4
KLAC icon
KLA
KLAC
+$1.6M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

1 Technology 23.66%
2 Healthcare 13.59%
3 Financials 13.49%
4 Consumer Discretionary 7.2%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.43M 1.03%
66,936
-1,523
27
$9.42M 1.03%
24,337
-2,399
28
$9.23M 1.01%
56,055
-2,163
29
$9.12M 1%
12,108
-2,620
30
$9.02M 0.99%
160,587
-12,527
31
$8.95M 0.98%
102,654
-419
32
$8.91M 0.98%
128,484
+9,340
33
$8.65M 0.95%
21,339
+1,058
34
$8.23M 0.9%
22,449
-764
35
$8.13M 0.89%
158,639
-30,623
36
$7.77M 0.85%
152,289
+1,155
37
$7.7M 0.84%
38,994
-7,513
38
$7.6M 0.83%
69,982
-2,276
39
$7.33M 0.8%
67,528
-2,695
40
$7.29M 0.8%
54,071
-310
41
$7.2M 0.79%
88,578
-8,965
42
$7.17M 0.79%
6,894
-1,086
43
$6.26M 0.68%
42,410
-4,708
44
$6.23M 0.68%
68,004
-1,739
45
$6.19M 0.68%
8,749
+121
46
$6.15M 0.67%
67,428
+5,341
47
$6.05M 0.66%
19,398
-5,324
48
$6.01M 0.66%
17,493
-133
49
$5.96M 0.65%
+44,500
50
$5.68M 0.62%
43,055
+1,041
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