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
$359M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$851K
3
+$557K
4
ADBE icon
Adobe
ADBE
+$429K
5
ATRI
Atrion Corp
ATRI
+$428K

Top Sells

1
+$2.44M
2
+$1.23M
3
+$1.15M
4
MDT icon
Medtronic
MDT
+$981K
5
STJ
St Jude Medical
STJ
+$942K

Sector Composition

1 Healthcare 24.15%
2 Financials 14.01%
3 Technology 13.82%
4 Industrials 9.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.33%
17,158
+255
77
$1.17M 0.33%
14,055
-14,709
78
$1.16M 0.32%
13,355
+575
79
$1.12M 0.31%
11,474
-2,849
80
$1.11M 0.31%
13,675
-450
81
$1.07M 0.3%
24,163
+9,864
82
$1.07M 0.3%
24,863
-1,057
83
$914K 0.25%
24,434
-150
84
$859K 0.24%
12,960
-265
85
$850K 0.24%
9,325
+2,480
86
$837K 0.23%
16,250
87
$814K 0.23%
11,940
-3,995
88
$809K 0.23%
10,076
-500
89
$799K 0.22%
16,968
+1,824
90
$734K 0.2%
8,651
+60
91
$711K 0.2%
7,430
+543
92
$705K 0.2%
14,471
-153
93
$703K 0.2%
8,550
+75
94
$684K 0.19%
5,163
-60
95
$682K 0.19%
9,652
-659
96
$681K 0.19%
6,585
+405
97
$650K 0.18%
5,014
+25
98
$638K 0.18%
19,884
-1,836
99
$623K 0.17%
4,700
-275
100
$620K 0.17%
10,473
-340
2 3
4
5 6