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
$312M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.42M
3
+$552K
4
AVGO icon
Broadcom
AVGO
+$492K
5
RHT
Red Hat Inc
RHT
+$332K

Top Sells

1
+$2.41M
2
+$1.77M
3
+$1.1M
4
STJ
St Jude Medical
STJ
+$731K
5
GE icon
GE Aerospace
GE
+$603K

Sector Composition

1 Healthcare 27.7%
2 Technology 12.59%
3 Financials 12.13%
4 Industrials 8.94%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.33%
23,700
-875
77
$946K 0.3%
122,009
+80
78
$921K 0.3%
24,387
+182
79
$918K 0.29%
13,416
+2,191
80
$916K 0.29%
11,750
-10,250
81
$817K 0.26%
5,385
-740
82
$774K 0.25%
23,728
-496
83
$767K 0.25%
8,424
+664
84
$699K 0.22%
8,825
-175
85
$697K 0.22%
10,751
-198
86
$685K 0.22%
13,425
+450
87
$683K 0.22%
25,150
-5,501
88
$649K 0.21%
5,150
-50
89
$649K 0.21%
13,605
-790
90
$619K 0.2%
15,749
-300
91
$617K 0.2%
15,300
-400
92
$595K 0.19%
68,490
+13,860
93
$590K 0.19%
4,905
+105
94
$589K 0.19%
22,690
+1,150
95
$580K 0.19%
16,339
-1,110
96
$569K 0.18%
5,463
97
$537K 0.17%
9,085
+1,365
98
$516K 0.17%
9,616
-1,587
99
$498K 0.16%
3,625
-300
100
$450K 0.14%
9,185
-2,920
2 3
4
5 6