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
$913M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$5.03M
3
+$4.64M
4
MELI icon
Mercado Libre
MELI
+$4.55M
5
NEE icon
NextEra Energy
NEE
+$2.84M

Top Sells

1
+$2.12M
2
+$2.03M
3
+$1.75M
4
KLAC icon
KLA
KLAC
+$1.6M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

1 Technology 23.66%
2 Healthcare 13.59%
3 Financials 13.49%
4 Consumer Discretionary 7.2%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.09M 0.34%
+9,309
77
$2.96M 0.32%
18,603
+47
78
$2.95M 0.32%
114,712
-8,509
79
$2.84M 0.31%
11,000
80
$2.74M 0.3%
+37,666
81
$2.61M 0.29%
61,598
-6,384
82
$2.56M 0.28%
8,305
83
$2.52M 0.28%
46,175
-69
84
$2.45M 0.27%
4,321
-118
85
$2.15M 0.24%
15,018
+165
86
$1.86M 0.2%
12,426
87
$1.85M 0.2%
20,190
88
$1.81M 0.2%
1,832
-80
89
$1.72M 0.19%
42,234
-1,570
90
$1.66M 0.18%
10,893
-2,416
91
$1.55M 0.17%
2,815
-30
92
$1.42M 0.16%
9,719
-50
93
$1.4M 0.15%
10,299
-10
94
$1.4M 0.15%
10,502
-61
95
$1.3M 0.14%
14,466
-1,271
96
$1.27M 0.14%
23,400
+7,103
97
$1.21M 0.13%
29,227
+2,143
98
$1.2M 0.13%
11,278
99
$1.19M 0.13%
6,730
+77
100
$1.13M 0.12%
25,774
-778
2 3
4
5 6