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
$244M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$661K
2
+$416K
3
+$335K
4
EPD icon
Enterprise Products Partners
EPD
+$299K
5
MET icon
MetLife
MET
+$271K

Top Sells

1
+$380K
2
+$286K
3
+$269K
4
IBM icon
IBM
IBM
+$259K
5
NBR icon
Nabors Industries
NBR
+$251K

Sector Composition

1 Healthcare 19.76%
2 Technology 17.57%
3 Financials 15.26%
4 Energy 11.31%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$568K 0.23%
15,636
+1,265
77
$558K 0.23%
17,631
+297
78
$546K 0.22%
10,663
+1,788
79
$539K 0.22%
18,578
-712
80
$530K 0.22%
7,680
+1,018
81
$528K 0.22%
7,638
+80
82
$509K 0.21%
8,754
-475
83
$477K 0.2%
10,615
+1,600
84
$464K 0.19%
9,660
+1,280
85
$435K 0.18%
6,530
-400
86
$410K 0.17%
4,938
-28
87
$408K 0.17%
2,120
+220
88
$407K 0.17%
13,471
+865
89
$397K 0.16%
8,015
+3,075
90
$396K 0.16%
30,006
91
$383K 0.16%
4,023
+105
92
$367K 0.15%
6,386
+50
93
$349K 0.14%
2,922
+64
94
$339K 0.14%
8,420
-2,445
95
$337K 0.14%
8,175
96
$300K 0.12%
8,526
-24
97
$298K 0.12%
5,952
98
$292K 0.12%
+8,079
99
$292K 0.12%
2,525
-369
100
$281K 0.12%
31,417
1 2 3
4
5