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
$320M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$2.75M
3
+$2.68M
4
RMD icon
ResMed
RMD
+$2.22M
5
STJ
St Jude Medical
STJ
+$903K

Top Sells

1
+$792K
2
+$662K
3
+$485K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$449K
5
CTXS
Citrix Systems Inc
CTXS
+$412K

Sector Composition

1 Healthcare 30.14%
2 Technology 13.71%
3 Financials 12.64%
4 Energy 8.23%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$432K 0.13%
4,075
+725
102
$431K 0.13%
+3,681
103
$431K 0.13%
8,763
-2,875
104
$419K 0.13%
30,006
105
$413K 0.13%
4,425
+445
106
$360K 0.11%
+6,275
107
$356K 0.11%
8,832
-4,369
108
$355K 0.11%
3,655
+52
109
$353K 0.11%
+4,540
110
$336K 0.1%
6,030
-500
111
$326K 0.1%
+12,520
112
$314K 0.1%
4,939
-3,104
113
$314K 0.1%
2,947
114
$305K 0.1%
6,889
115
$289K 0.09%
+26,550
116
$287K 0.09%
4,200
117
$270K 0.08%
5,952
118
$268K 0.08%
5,585
-39
119
$265K 0.08%
+3,415
120
$265K 0.08%
+5,104
121
$256K 0.08%
7,517
-514
122
$256K 0.08%
9,800
-400
123
$254K 0.08%
3,270
-750
124
$253K 0.08%
7,325
-200
125
$251K 0.08%
3,215
-125
2 3 4
5
6