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
$209M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$7.94M
3
+$6.76M
4
CVX icon
Chevron
CVX
+$6.44M
5
MDT icon
Medtronic
MDT
+$6.39M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.59%
2 Technology 14.61%
3 Energy 12.75%
4 Financials 12.17%
5 Consumer Staples 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$432K 0.21%
+9,660
77
$423K 0.2%
+1,648
78
$413K 0.2%
+10,536
79
$412K 0.2%
+5,950
80
$407K 0.19%
+11,990
81
$406K 0.19%
+9,000
82
$396K 0.19%
+5,452
83
$395K 0.19%
+36,342
84
$391K 0.19%
+9,740
85
$385K 0.18%
+8,909
86
$379K 0.18%
+7,712
87
$373K 0.18%
+9,364
88
$360K 0.17%
+5,335
89
$347K 0.17%
+8,479
90
$346K 0.17%
+4,195
91
$333K 0.16%
+5,719
92
$333K 0.16%
+2,981
93
$328K 0.16%
+6,375
94
$316K 0.15%
+13,360
95
$316K 0.15%
+5,513
96
$316K 0.15%
+4,780
97
$310K 0.15%
+9,082
98
$310K 0.15%
+2,602
99
$310K 0.15%
+31,417
100
$307K 0.15%
+4,857
1 2 3
4
5