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
$206M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$472K
3
+$395K
4
JPM icon
JPMorgan Chase
JPM
+$344K
5
T icon
AT&T
T
+$302K

Top Sells

1
+$6.65M
2
+$6.38M
3
+$570K
4
MO icon
Altria Group
MO
+$555K
5
JNJ icon
Johnson & Johnson
JNJ
+$466K

Sector Composition

1 Healthcare 18.78%
2 Technology 15.83%
3 Energy 13.82%
4 Financials 13.58%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$430K 0.21%
8,909
77
$429K 0.21%
12,518
-2,648
78
$428K 0.21%
55,038
-26,138
79
$427K 0.21%
1,579
-69
80
$426K 0.21%
5,530
+750
81
$413K 0.2%
17,476
-450
82
$405K 0.2%
8,509
+30
83
$400K 0.19%
11,990
84
$398K 0.19%
36,342
85
$398K 0.19%
6,714
+1,201
86
$383K 0.19%
11,130
+2,048
87
$383K 0.19%
4,797
-825
88
$379K 0.18%
9,333
-31
89
$367K 0.18%
3,281
+300
90
$347K 0.17%
13,360
91
$346K 0.17%
6,825
+450
92
$339K 0.16%
8,986
-1,550
93
$334K 0.16%
31,417
94
$321K 0.16%
4,049
+498
95
$321K 0.16%
+4,200
96
$318K 0.15%
4,938
+81
97
$311K 0.15%
6,170
-1,542
98
$308K 0.15%
8,415
+1,775
99
$295K 0.14%
3,335
-392
100
$286K 0.14%
6,908
+1,945
1 2 3
4
5