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
$234M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$428K
3
+$323K
4
DVA icon
DaVita
DVA
+$244K
5
VZ icon
Verizon
VZ
+$214K

Top Sells

1
+$2.99M
2
+$685K
3
+$426K
4
IP icon
International Paper
IP
+$329K
5
VOD icon
Vodafone
VOD
+$225K

Sector Composition

1 Healthcare 19.65%
2 Technology 16.18%
3 Financials 14.25%
4 Energy 13.14%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$498K 0.21%
13,483
+208
77
$462K 0.2%
6,488
-158
78
$451K 0.19%
13,910
+650
79
$442K 0.19%
36,817
+475
80
$440K 0.19%
9,005
+380
81
$421K 0.18%
50,691
-1,251
82
$417K 0.18%
17,283
-193
83
$410K 0.18%
31,417
84
$407K 0.17%
11,900
85
$406K 0.17%
6,899
+187
86
$405K 0.17%
5,064
+101
87
$401K 0.17%
7,586
+200
88
$378K 0.16%
7,225
+450
89
$373K 0.16%
8,478
+620
90
$370K 0.16%
4,997
91
$367K 0.16%
4,154
92
$362K 0.15%
2,981
-300
93
$348K 0.15%
8,115
+275
94
$347K 0.15%
+3,978
95
$324K 0.14%
263
-2
96
$320K 0.14%
6,005
-191
97
$318K 0.14%
11,625
+408
98
$318K 0.14%
3,260
99
$312K 0.13%
6,865
+59
100
$305K 0.13%
2,889
+125
1 2 3
4
5