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
$227M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$307K
2
+$297K
3
+$239K
4
CVS icon
CVS Health
CVS
+$212K
5
RIG icon
Transocean
RIG
+$205K

Top Sells

1
+$1.23M
2
+$453K
3
+$321K
4
GLD icon
SPDR Gold Trust
GLD
+$226K
5
APC
Anadarko Petroleum
APC
+$213K

Sector Composition

1 Healthcare 19.58%
2 Technology 15.28%
3 Financials 14.27%
4 Energy 13.68%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.5%
15,141
+606
52
$1.03M 0.45%
11,950
53
$1.02M 0.45%
21,335
+729
54
$996K 0.44%
10,970
+2,100
55
$975K 0.43%
134,116
56
$957K 0.42%
15,514
+409
57
$864K 0.38%
7,540
+275
58
$797K 0.35%
19,287
-712
59
$786K 0.35%
18,298
-286
60
$785K 0.35%
20,482
-1,225
61
$717K 0.32%
8,525
+1,475
62
$685K 0.3%
11,180
-300
63
$683K 0.3%
9,534
-1,112
64
$654K 0.29%
13,880
+150
65
$629K 0.28%
16,387
-10
66
$613K 0.27%
6,602
+200
67
$610K 0.27%
16,575
-2,350
68
$573K 0.25%
22,042
+354
69
$552K 0.24%
4,843
+226
70
$551K 0.24%
7,645
-1,060
71
$549K 0.24%
9,360
72
$543K 0.24%
25,348
-920
73
$532K 0.23%
18,988
+1,616
74
$506K 0.22%
5,580
+50
75
$500K 0.22%
1,579
1 2
3
4 5