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
$312M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.42M
3
+$552K
4
AVGO icon
Broadcom
AVGO
+$492K
5
RHT
Red Hat Inc
RHT
+$332K

Top Sells

1
+$2.41M
2
+$1.77M
3
+$1.1M
4
STJ
St Jude Medical
STJ
+$731K
5
GE icon
GE Aerospace
GE
+$603K

Sector Composition

1 Healthcare 27.7%
2 Technology 12.59%
3 Financials 12.13%
4 Industrials 8.94%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$450K 0.14%
10,263
+2,105
102
$445K 0.14%
9,825
-39,200
103
$442K 0.14%
26,166
-31,712
104
$433K 0.14%
5,913
-525
105
$432K 0.14%
7,825
-2,150
106
$416K 0.13%
3,755
+152
107
$408K 0.13%
4,037
+597
108
$403K 0.13%
5,314
-350
109
$402K 0.13%
30,006
110
$401K 0.13%
3,530
-65
111
$385K 0.12%
900
-100
112
$378K 0.12%
14,921
-375
113
$346K 0.11%
6,886
-400
114
$336K 0.11%
6,268
-1,604
115
$327K 0.1%
3,336
+1,011
116
$322K 0.1%
10,761
-1,129
117
$318K 0.1%
9,475
-75
118
$317K 0.1%
9,712
-400
119
$309K 0.1%
10,403
+2,923
120
$296K 0.1%
4,006
-1,881
121
$290K 0.09%
6,889
122
$290K 0.09%
+5,540
123
$285K 0.09%
3,350
-1,100
124
$267K 0.09%
7,164
125
$263K 0.08%
4,405
-500
2 3 4
5
6