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
$320M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$2.75M
3
+$2.68M
4
RMD icon
ResMed
RMD
+$2.22M
5
STJ
St Jude Medical
STJ
+$903K

Top Sells

1
+$792K
2
+$662K
3
+$485K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$449K
5
CTXS
Citrix Systems Inc
CTXS
+$412K

Sector Composition

1 Healthcare 30.14%
2 Technology 13.71%
3 Financials 12.64%
4 Energy 8.23%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$842K 0.26%
9,559
+558
77
$838K 0.26%
17,074
-425
78
$728K 0.23%
10,875
+25
79
$721K 0.23%
24,455
+346
80
$699K 0.22%
7,355
-2,105
81
$691K 0.22%
15,925
+775
82
$681K 0.21%
27,804
+4
83
$676K 0.21%
9,566
+893
84
$667K 0.21%
+5,470
85
$665K 0.21%
+5,750
86
$661K 0.21%
19,651
-969
87
$617K 0.19%
+9,319
88
$615K 0.19%
+3,609
89
$614K 0.19%
6,688
-200
90
$567K 0.18%
1,638
91
$558K 0.17%
9,436
+2,400
92
$549K 0.17%
16,833
+381
93
$529K 0.17%
17,578
94
$525K 0.16%
+12,200
95
$521K 0.16%
7,963
-50
96
$516K 0.16%
15,796
+225
97
$514K 0.16%
12,278
98
$505K 0.16%
2,715
+370
99
$468K 0.15%
+6,087
100
$437K 0.14%
5,095
+2,515
2 3
4
5 6