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
$339M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$835K
3
+$484K
4
AVGO icon
Broadcom
AVGO
+$435K
5
KHC icon
Kraft Heinz
KHC
+$423K

Top Sells

1
+$2.17M
2
+$1.34M
3
+$770K
4
JCI icon
Johnson Controls International
JCI
+$554K
5
TROW icon
T. Rowe Price
TROW
+$402K

Sector Composition

1 Healthcare 23.81%
2 Financials 14.82%
3 Technology 13.43%
4 Industrials 8.89%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.32%
16,903
+2,351
77
$1.09M 0.32%
4,347
+131
78
$1.08M 0.32%
21,475
-1,420
79
$1.04M 0.31%
86,745
+25,584
80
$1.02M 0.3%
14,125
-450
81
$1.01M 0.3%
109,184
-12,745
82
$980K 0.29%
12,780
+2,852
83
$942K 0.28%
11,750
84
$904K 0.27%
13,225
-75
85
$837K 0.25%
24,584
-303
86
$835K 0.25%
16,250
+1,100
87
$776K 0.23%
10,576
-375
88
$727K 0.21%
15,144
+1,207
89
$711K 0.21%
10,311
+40
90
$696K 0.21%
10,813
+3,397
91
$670K 0.2%
6,887
+2,442
92
$657K 0.19%
8,591
-458
93
$649K 0.19%
21,720
-892
94
$640K 0.19%
5,223
-150
95
$628K 0.19%
8,765
-10,365
96
$607K 0.18%
4,989
+84
97
$603K 0.18%
8,475
-310
98
$598K 0.18%
14,624
+2,345
99
$587K 0.17%
6,845
+2,909
100
$586K 0.17%
4,975
-175
2 3
4
5 6