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
$209M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$7.94M
3
+$6.76M
4
CVX icon
Chevron
CVX
+$6.44M
5
MDT icon
Medtronic
MDT
+$6.39M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.59%
2 Technology 14.61%
3 Energy 12.75%
4 Financials 12.17%
5 Consumer Staples 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.5%
+14,254
52
$995K 0.48%
+69,957
53
$924K 0.44%
+12,300
54
$864K 0.41%
+58,518
55
$841K 0.4%
+13,775
56
$832K 0.4%
+23,857
57
$820K 0.39%
+9,469
58
$816K 0.39%
+20,004
59
$802K 0.38%
+81,176
60
$775K 0.37%
+19,725
61
$739K 0.35%
+52,192
62
$736K 0.35%
+18,358
63
$725K 0.35%
+12,404
64
$645K 0.31%
+18,691
65
$604K 0.29%
+7,290
66
$579K 0.28%
+11,618
67
$523K 0.25%
+15,166
68
$522K 0.25%
+10,725
69
$516K 0.25%
+8,147
70
$509K 0.24%
+18,043
71
$507K 0.24%
+5,142
72
$487K 0.23%
+17,926
73
$480K 0.23%
+5,622
74
$457K 0.22%
+22,456
75
$451K 0.22%
+53,400
1 2
3
4 5