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
$235M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$252K
3
+$249K
4
AXP icon
American Express
AXP
+$215K
5
META icon
Meta Platforms (Facebook)
META
+$204K

Top Sells

1
+$283K
2
+$228K
3
+$218K
4
DE icon
Deere & Co
DE
+$205K
5
PSX icon
Phillips 66
PSX
+$114K

Sector Composition

1 Healthcare 19.32%
2 Technology 17.26%
3 Financials 14.32%
4 Energy 13.37%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$535K 0.23%
10,105
+1,135
77
$519K 0.22%
19,290
+772
78
$506K 0.22%
5,689
+575
79
$493K 0.21%
7,558
-455
80
$491K 0.21%
9,229
+3,530
81
$491K 0.21%
11,253
+2,739
82
$432K 0.18%
6,662
+686
83
$424K 0.18%
10,865
-45
84
$419K 0.18%
4,966
-419
85
$407K 0.17%
8,175
86
$392K 0.17%
6,930
+1,600
87
$377K 0.16%
9,015
+825
88
$374K 0.16%
8,380
+1,510
89
$370K 0.16%
12,606
+1,557
90
$360K 0.15%
30,006
91
$348K 0.15%
3,918
-236
92
$347K 0.15%
1,900
+247
93
$341K 0.14%
6,336
94
$332K 0.14%
31,417
95
$322K 0.14%
2,858
+326
96
$305K 0.13%
8,550
-1,820
97
$303K 0.13%
4,200
98
$299K 0.13%
2,894
+313
99
$286K 0.12%
5,075
-475
100
$282K 0.12%
2,772
-450
1 2 3
4
5