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
$913M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$5.03M
3
+$4.64M
4
MELI icon
Mercado Libre
MELI
+$4.55M
5
NEE icon
NextEra Energy
NEE
+$2.84M

Top Sells

1
+$2.12M
2
+$2.03M
3
+$1.75M
4
KLAC icon
KLA
KLAC
+$1.6M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

1 Technology 23.66%
2 Healthcare 13.59%
3 Financials 13.49%
4 Consumer Discretionary 7.2%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.63M 0.62%
+27,395
52
$5.63M 0.62%
132,177
+13,319
53
$5.54M 0.61%
56,081
-3,826
54
$5.52M 0.6%
39,411
+4,965
55
$5.22M 0.57%
13,813
+4,344
56
$5.18M 0.57%
158,737
-70,369
57
$5.09M 0.56%
+1,947
58
$5M 0.55%
42,343
+22,652
59
$5M 0.55%
+20,574
60
$4.99M 0.55%
17,070
-204
61
$4.67M 0.51%
121,836
-7,105
62
$4.52M 0.49%
235,173
+57,913
63
$4.47M 0.49%
42,491
-13,399
64
$4.45M 0.49%
21,453
-4,103
65
$4.03M 0.44%
59,772
-1,618
66
$3.97M 0.43%
49,028
+367
67
$3.88M 0.43%
29,970
-959
68
$3.87M 0.42%
81,758
-7,385
69
$3.74M 0.41%
38,227
-735
70
$3.73M 0.41%
53,802
+40,878
71
$3.53M 0.39%
46,437
+4,307
72
$3.39M 0.37%
15,505
-1,277
73
$3.26M 0.36%
96,449
+2,249
74
$3.14M 0.34%
22,137
-10,496
75
$3.09M 0.34%
21,596
-1,176
1 2
3
4 5