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
$434M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$3.93M
3
+$3.89M
4
CRM icon
Salesforce
CRM
+$3.12M
5
STL
Sterling Bancorp
STL
+$2.97M

Top Sells

1
+$3.16M
2
+$2.57M
3
+$2.08M
4
GS icon
Goldman Sachs
GS
+$2.01M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.83M

Sector Composition

1 Healthcare 24.62%
2 Technology 15.62%
3 Financials 12.14%
4 Communication Services 8.4%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.42M 0.33%
13,820
+2,190
77
$1.41M 0.32%
97,210
+68,200
78
$1.4M 0.32%
10,414
-17,032
79
$1.4M 0.32%
8,382
-9,981
80
$1.4M 0.32%
17,790
+2,053
81
$1.34M 0.31%
26,954
+4,769
82
$1.26M 0.29%
4,799
+804
83
$1.14M 0.26%
26,411
-21,542
84
$1.09M 0.25%
6,138
+728
85
$1.02M 0.23%
38,355
+7,531
86
$1.01M 0.23%
15,759
-6,139
87
$973K 0.22%
22,380
+3,164
88
$861K 0.2%
+4,532
89
$849K 0.2%
+1,013
90
$849K 0.2%
13,846
-6,300
91
$829K 0.19%
20,706
+1,892
92
$819K 0.19%
12,219
+2,401
93
$791K 0.18%
+4,708
94
$768K 0.18%
5,366
-75
95
$759K 0.17%
16,477
+1,445
96
$703K 0.16%
11,203
-515
97
$667K 0.15%
4,970
+1,070
98
$667K 0.15%
900
99
$636K 0.15%
5,009
+25
100
$634K 0.15%
39,560
+17,340
2 3
4
5 6