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
$386M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.71M
3
+$1.49M
4
BA icon
Boeing
BA
+$1.15M
5
DD icon
DuPont de Nemours
DD
+$791K

Top Sells

1
+$900K
2
+$811K
3
+$588K
4
INTC icon
Intel
INTC
+$580K
5
CVS icon
CVS Health
CVS
+$334K

Sector Composition

1 Healthcare 23.83%
2 Financials 13.97%
3 Technology 13.3%
4 Industrials 9.6%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.33%
20,240
-1,000
77
$1.25M 0.32%
13,680
+80
78
$1.25M 0.32%
108,320
-2,000
79
$1.24M 0.32%
15,233
-1,365
80
$1.17M 0.3%
11,178
-2,685
81
$1.14M 0.29%
11,074
-250
82
$1.08M 0.28%
9,975
+684
83
$1.04M 0.27%
13,550
-455
84
$994K 0.26%
12,915
-25
85
$982K 0.25%
+8,155
86
$944K 0.24%
23,215
-1,455
87
$882K 0.23%
5,629
+615
88
$864K 0.22%
17,182
+242
89
$783K 0.2%
11,700
-750
90
$777K 0.2%
+14,500
91
$774K 0.2%
11,227
+423
92
$762K 0.2%
10,018
+706
93
$748K 0.19%
6,267
-279
94
$734K 0.19%
4,963
-100
95
$732K 0.19%
14,093
-2,785
96
$712K 0.18%
9,393
+45
97
$710K 0.18%
19,376
+8
98
$705K 0.18%
9,652
99
$686K 0.18%
18,079
-6,205
100
$684K 0.18%
17,788
+1,390
2 3
4
5 6