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
$234M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$428K
3
+$323K
4
DVA icon
DaVita
DVA
+$244K
5
VZ icon
Verizon
VZ
+$214K

Top Sells

1
+$2.99M
2
+$685K
3
+$426K
4
IP icon
International Paper
IP
+$329K
5
VOD icon
Vodafone
VOD
+$225K

Sector Composition

1 Healthcare 19.65%
2 Technology 16.18%
3 Financials 14.25%
4 Energy 13.14%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.49%
11,900
-50
52
$1.14M 0.49%
11,420
+450
53
$1.1M 0.47%
58,418
54
$1.07M 0.46%
22,793
+1,458
55
$966K 0.41%
134,116
56
$957K 0.41%
15,025
-489
57
$943K 0.4%
7,640
+100
58
$809K 0.35%
18,226
-72
59
$807K 0.35%
20,957
+475
60
$797K 0.34%
10,837
+1,303
61
$783K 0.34%
20,260
+973
62
$776K 0.33%
16,525
+2,645
63
$758K 0.32%
9,325
+800
64
$672K 0.29%
17,957
+1,570
65
$644K 0.28%
6,627
+25
66
$627K 0.27%
26,220
+872
67
$604K 0.26%
15,475
-1,100
68
$602K 0.26%
4,878
+35
69
$589K 0.25%
19,068
+80
70
$563K 0.24%
22,492
+450
71
$560K 0.24%
5,665
+85
72
$549K 0.23%
8,464
+1,000
73
$548K 0.23%
7,198
-447
74
$532K 0.23%
13,514
+1,712
75
$507K 0.22%
1,611
+32
1 2
3
4 5