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
$431M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$1.14M
3
+$921K
4
TFC icon
Truist Financial
TFC
+$752K
5
MTB icon
M&T Bank
MTB
+$667K

Top Sells

1
+$5.11M
2
+$1.81M
3
+$774K
4
AMT icon
American Tower
AMT
+$755K
5
AVGO icon
Broadcom
AVGO
+$564K

Sector Composition

1 Healthcare 25.83%
2 Technology 15.39%
3 Financials 12.76%
4 Industrials 9.39%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.33%
108,320
77
$1.38M 0.32%
3,995
-185
78
$1.35M 0.31%
22,185
-1,287
79
$1.3M 0.3%
11,425
-80
80
$1.29M 0.3%
11,630
-500
81
$1.25M 0.29%
30,824
-1,025
82
$1.05M 0.24%
19,470
+56
83
$1.03M 0.24%
6,822
-42
84
$1.02M 0.24%
22,685
+305
85
$972K 0.23%
+6,475
86
$922K 0.21%
27,932
-2,290
87
$905K 0.21%
5,410
88
$895K 0.21%
5,441
+3,846
89
$875K 0.2%
11,718
-15
90
$864K 0.2%
9,818
-342
91
$848K 0.2%
4,451
+2,301
92
$808K 0.19%
18,814
-2,453
93
$805K 0.19%
19,216
+4
94
$790K 0.18%
15,032
-13,549
95
$760K 0.18%
4,984
-500
96
$677K 0.16%
3,750
+200
97
$674K 0.16%
23,045
-336
98
$670K 0.16%
24,634
+1,496
99
$657K 0.15%
14,915
-1,172
100
$630K 0.15%
11,925
-600
2 3
4
5 6