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
$524M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$2.11M
3
+$1.09M
4
FDX icon
FedEx
FDX
+$461K
5
TROW icon
T. Rowe Price
TROW
+$440K

Top Sells

1
+$1.07M
2
+$942K
3
+$747K
4
TFC icon
Truist Financial
TFC
+$693K
5
ENB icon
Enbridge
ENB
+$482K

Sector Composition

1 Healthcare 21.93%
2 Technology 20.73%
3 Financials 9.61%
4 Communication Services 8.7%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.55%
8,117
+245
52
$2.74M 0.52%
42,300
-750
53
$2.73M 0.52%
7,260
+161
54
$2.69M 0.51%
65,338
+7,756
55
$2.61M 0.5%
140,000
56
$2.44M 0.47%
24,499
+430
57
$2.33M 0.44%
27,558
-2,098
58
$2.33M 0.44%
5,538
+8
59
$2.25M 0.43%
+7,187
60
$2.21M 0.42%
10,305
-525
61
$1.98M 0.38%
53,267
+1,567
62
$1.98M 0.38%
63,062
+1,411
63
$1.98M 0.38%
37,446
+7,170
64
$1.88M 0.36%
79,768
+751
65
$1.86M 0.36%
46,621
+5,460
66
$1.86M 0.35%
31,797
-1,060
67
$1.83M 0.35%
84,204
-625
68
$1.83M 0.35%
57,127
-15,857
69
$1.77M 0.34%
22,945
+1,833
70
$1.68M 0.32%
14,425
-776
71
$1.65M 0.31%
11,058
-35
72
$1.63M 0.31%
14,868
-435
73
$1.61M 0.31%
26,003
-300
74
$1.56M 0.3%
140,436
+16,050
75
$1.55M 0.3%
55,900
+11,800
1 2
3
4 5