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
$407M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$2.39M
3
+$1.33M
4
EL icon
Estee Lauder
EL
+$731K
5
T icon
AT&T
T
+$533K

Top Sells

1
+$5.38M
2
+$2.67M
3
+$1.06M
4
AOL
AOL INC COMMON STOCK
AOL
+$987K
5
CELG
Celgene Corp
CELG
+$561K

Sector Composition

1 Healthcare 22.86%
2 Technology 14.88%
3 Financials 13.19%
4 Industrials 9.35%
5 Energy 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.4M 0.34%
22,876
-1,262
77
$1.37M 0.34%
19,536
+903
78
$1.36M 0.33%
23,472
-75
79
$1.27M 0.31%
11,505
+65
80
$1.27M 0.31%
12,130
-125
81
$1.27M 0.31%
19,414
-6,014
82
$1.24M 0.3%
4,180
-250
83
$1.14M 0.28%
22,380
+3,424
84
$1.13M 0.28%
15,442
+935
85
$1.1M 0.27%
30,222
+7,135
86
$933K 0.23%
6,864
+246
87
$872K 0.21%
21,267
-1,050
88
$855K 0.21%
11,733
+485
89
$848K 0.21%
5,410
+345
90
$802K 0.2%
19,212
-292
91
$799K 0.2%
10,160
92
$746K 0.18%
89,520
+84,480
93
$744K 0.18%
5,484
-70
94
$691K 0.17%
16,087
-127
95
$668K 0.16%
23,381
-125
96
$627K 0.15%
12,525
-1,025
97
$627K 0.15%
23,138
+1,878
98
$596K 0.15%
4,303
-250
99
$579K 0.14%
8,365
-150
100
$561K 0.14%
8,248
+742
2 3
4
5 6