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
$432M
AUM Growth
+$38K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.53M
3
+$506K
4
VLO icon
Valero Energy
VLO
+$490K
5
INTC icon
Intel
INTC
+$452K

Top Sells

1
+$1.76M
2
+$1.48M
3
+$1.04M
4
ATRI
Atrion Corp
ATRI
+$767K
5
CHEF icon
Chefs' Warehouse
CHEF
+$603K

Sector Composition

1 Healthcare 23.65%
2 Technology 15.65%
3 Financials 11.12%
4 Communication Services 7.82%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.28%
14,180
+790
77
$1.18M 0.27%
5,516
-85
78
$1.16M 0.27%
13,630
+6,055
79
$1.12M 0.26%
1,035
-1
80
$1.1M 0.25%
21,685
+5
81
$1.05M 0.24%
18,089
-600
82
$995K 0.23%
4,803
-350
83
$991K 0.23%
15,195
-500
84
$978K 0.23%
93,018
+4,359
85
$974K 0.23%
10,095
-400
86
$961K 0.22%
16,496
-792
87
$906K 0.21%
4,341
-350
88
$898K 0.21%
10,204
-227
89
$894K 0.21%
4,735
-260
90
$893K 0.21%
3,098
+515
91
$889K 0.21%
4,596
-249
92
$879K 0.2%
11,290
93
$859K 0.2%
11,326
-1,150
94
$848K 0.2%
35,227
+4,802
95
$805K 0.19%
45,795
+1,825
96
$805K 0.19%
9,366
97
$790K 0.18%
13,800
+150
98
$789K 0.18%
4,995
-371
99
$677K 0.16%
6,816
-510
100
$642K 0.15%
3,575
-50
2 3
4
5 6