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
$234M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$428K
3
+$323K
4
DVA icon
DaVita
DVA
+$244K
5
VZ icon
Verizon
VZ
+$214K

Top Sells

1
+$2.99M
2
+$685K
3
+$426K
4
IP icon
International Paper
IP
+$329K
5
VOD icon
Vodafone
VOD
+$225K

Sector Composition

1 Healthcare 19.65%
2 Technology 16.18%
3 Financials 14.25%
4 Energy 13.14%
5 Industrials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$293K 0.13%
5,630
-3,730
102
$285K 0.12%
2,508
+95
103
$267K 0.11%
8,916
-274
104
$264K 0.11%
9,516
-682
105
$262K 0.11%
2,867
-11
106
$256K 0.11%
6,195
+2,010
107
$253K 0.11%
+3,675
108
$235K 0.1%
6,370
+476
109
$233K 0.1%
4,336
-50
110
$224K 0.1%
5,952
111
$212K 0.09%
+2,505
112
$208K 0.09%
+2,290
113
$206K 0.09%
+1,265
114
$201K 0.09%
+3,020
115
$199K 0.09%
4,119
116
$123K 0.05%
1,500
117
– –
-8,726
118
– –
-7,175
119
– –
-2,386
120
– –
-11,180
121
– –
-5,625
122
– –
-10,100
1 2 3 4
5