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
$397M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$703K
2
+$492K
3
+$483K
4
FDX icon
FedEx
FDX
+$459K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$397K

Top Sells

1
+$1.33M
2
+$891K
3
+$617K
4
STL
Sterling Bancorp
STL
+$453K
5
BA icon
Boeing
BA
+$450K

Sector Composition

1 Healthcare 22.95%
2 Technology 14.78%
3 Financials 14.18%
4 Industrials 10.01%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.36%
16,520
+1,258
77
$1.43M 0.36%
20,643
-488
78
$1.34M 0.34%
23,547
-211
79
$1.32M 0.33%
108,320
80
$1.14M 0.29%
12,255
-955
81
$1.1M 0.28%
14,507
+2,128
82
$1.08M 0.27%
18,956
+1,620
83
$1.06M 0.27%
11,440
-440
84
$1.05M 0.26%
16,798
-2,441
85
$987K 0.25%
10,434
-565
86
$931K 0.23%
22,317
-273
87
$929K 0.23%
23,087
+2,719
88
$865K 0.22%
6,618
+51
89
$819K 0.21%
5,554
+315
90
$804K 0.2%
10,160
+596
91
$796K 0.2%
19,504
+124
92
$792K 0.2%
5,065
-374
93
$773K 0.19%
4,591
-1,421
94
$713K 0.18%
4,553
-10
95
$697K 0.18%
11,248
+1,930
96
$684K 0.17%
13,550
-275
97
$665K 0.17%
23,506
-464
98
$650K 0.16%
10,365
-1,085
99
$611K 0.15%
16,214
+192
100
$586K 0.15%
12,767
-1,026
2 3
4
5 6