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
$209M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$7.94M
3
+$6.76M
4
CVX icon
Chevron
CVX
+$6.44M
5
MDT icon
Medtronic
MDT
+$6.39M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.59%
2 Technology 14.61%
3 Energy 12.75%
4 Financials 12.17%
5 Consumer Staples 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$276K 0.13%
+12,567
102
$269K 0.13%
+3,551
103
$267K 0.13%
+3,727
104
$248K 0.12%
+6,391
105
$246K 0.12%
+2,882
106
$242K 0.12%
+11,395
107
$240K 0.11%
+6,640
108
$239K 0.11%
+5,952
109
$226K 0.11%
+295
110
$224K 0.11%
+4,963
111
$224K 0.11%
+4,900
112
$212K 0.1%
+4,801
113
$173K 0.08%
+4,119
114
$162K 0.08%
+10,000
115
$71K 0.03%
+12,200
116
$6K ﹤0.01%
+1,833
1 2 3 4
5