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
$296M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.34M
3
+$2.02M
4
LLY icon
Eli Lilly
LLY
+$1.68M
5
NVEC icon
NVE Corp
NVEC
+$1.66M

Top Sells

1
+$2.05M
2
+$911K
3
+$556K
4
ORCL icon
Oracle
ORCL
+$418K
5
ADT
ADT Corp
ADT
+$258K

Sector Composition

1 Healthcare 26.92%
2 Technology 14.78%
3 Financials 12.62%
4 Consumer Staples 9.35%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$760K 0.26%
11,940
+3,925
77
$756K 0.26%
24,109
+2,121
78
$723K 0.24%
27,800
-116
79
$691K 0.23%
+2,000
80
$669K 0.23%
20,620
+2,989
81
$669K 0.23%
6,888
-350
82
$666K 0.23%
8,673
+1,528
83
$662K 0.22%
15,150
+4,535
84
$599K 0.2%
1,638
85
$595K 0.2%
16,452
+816
86
$595K 0.2%
13,201
-3,295
87
$578K 0.2%
11,638
+975
88
$556K 0.19%
8,013
+375
89
$544K 0.18%
12,278
+50
90
$528K 0.18%
8,043
-711
91
$496K 0.17%
17,578
-1,000
92
$476K 0.16%
2,345
+225
93
$474K 0.16%
15,571
+2,100
94
$438K 0.15%
7,036
+650
95
$394K 0.13%
30,006
96
$375K 0.13%
3,980
+1,415
97
$362K 0.12%
6,530
98
$359K 0.12%
3,350
+825
99
$358K 0.12%
3,603
-420
100
$332K 0.11%
2,947
+25
2 3
4
5 6