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
$244M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$661K
2
+$416K
3
+$335K
4
EPD icon
Enterprise Products Partners
EPD
+$299K
5
MET icon
MetLife
MET
+$271K

Top Sells

1
+$380K
2
+$286K
3
+$269K
4
IBM icon
IBM
IBM
+$259K
5
NBR icon
Nabors Industries
NBR
+$251K

Sector Composition

1 Healthcare 19.76%
2 Technology 17.57%
3 Financials 15.26%
4 Energy 11.31%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.54%
33,350
+16,725
52
$1.23M 0.5%
25,650
+8,625
53
$1.13M 0.46%
23,021
+2,100
54
$1.13M 0.46%
132,849
-1,267
55
$1.12M 0.46%
11,025
-100
56
$1.11M 0.45%
7,525
-100
57
$1.06M 0.44%
11,360
-1,675
58
$1.05M 0.43%
11,432
+543
59
$960K 0.39%
6,030
+371
60
$950K 0.39%
58,318
-100
61
$912K 0.37%
12,988
-176
62
$864K 0.35%
11,940
+612
63
$834K 0.34%
18,524
-2,233
64
$792K 0.32%
7,325
+1,163
65
$758K 0.31%
16,496
-788
66
$752K 0.31%
17,815
-1,125
67
$748K 0.31%
6,827
+575
68
$744K 0.3%
21,988
+692
69
$742K 0.3%
27,916
+508
70
$723K 0.3%
7,673
+1,984
71
$716K 0.29%
10,400
+295
72
$685K 0.28%
7,238
-112
73
$601K 0.25%
12,228
+975
74
$597K 0.24%
7,145
-28
75
$586K 0.24%
1,638
-21
1 2
3
4 5