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
$431M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$1.14M
3
+$921K
4
TFC icon
Truist Financial
TFC
+$752K
5
MTB icon
M&T Bank
MTB
+$667K

Top Sells

1
+$5.11M
2
+$1.81M
3
+$774K
4
AMT icon
American Tower
AMT
+$755K
5
AVGO icon
Broadcom
AVGO
+$564K

Sector Composition

1 Healthcare 25.83%
2 Technology 15.39%
3 Financials 12.76%
4 Industrials 9.39%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.57%
11,897
-269
52
$2.4M 0.56%
65,582
-300
53
$2.37M 0.55%
29,670
+600
54
$2.32M 0.54%
15,989
-5,148
55
$2.24M 0.52%
90,807
-23,121
56
$2.15M 0.5%
68,799
-1,809
57
$2.06M 0.48%
26,876
-336
58
$2M 0.46%
18,322
+2,445
59
$2M 0.46%
27,330
-425
60
$1.99M 0.46%
35,080
-3,495
61
$1.96M 0.45%
21,898
-5
62
$1.92M 0.45%
14,398
-1,600
63
$1.9M 0.44%
16,867
-675
64
$1.88M 0.44%
58,113
+2,263
65
$1.83M 0.42%
19,243
-700
66
$1.75M 0.4%
37,490
+483
67
$1.68M 0.39%
22,876
68
$1.68M 0.39%
11,605
-157
69
$1.66M 0.38%
17,230
+12,569
70
$1.66M 0.38%
17,718
+100
71
$1.62M 0.38%
26,057
-371
72
$1.61M 0.37%
5,072
-75
73
$1.55M 0.36%
15,119
+183
74
$1.53M 0.36%
15,737
+295
75
$1.44M 0.33%
20,146
+610
1 2
3
4 5