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
$322M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$843K
3
+$595K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$491K
5
META icon
Meta Platforms (Facebook)
META
+$480K

Top Sells

1
+$1.59M
2
+$683K
3
+$451K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$346K
5
COP icon
ConocoPhillips
COP
+$332K

Sector Composition

1 Healthcare 27.44%
2 Technology 13.62%
3 Financials 12.33%
4 Industrials 8.45%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$495K 0.15%
12,279
+2,016
102
$488K 0.15%
4,445
+408
103
$487K 0.15%
5,489
+175
104
$473K 0.15%
3,750
+125
105
$459K 0.14%
8,951
-665
106
$442K 0.14%
30,006
107
$437K 0.14%
5,888
-25
108
$422K 0.13%
4,575
+1,239
109
$413K 0.13%
9,750
-75
110
$400K 0.12%
5,843
-425
111
$396K 0.12%
7,416
-1,769
112
$384K 0.12%
900
113
$378K 0.12%
6,734
+1,194
114
$376K 0.12%
7,500
-325
115
$372K 0.12%
10,050
+575
116
$372K 0.12%
11,771
-3,150
117
$351K 0.11%
4,527
+122
118
$350K 0.11%
11,397
-115
119
$335K 0.1%
10,112
+400
120
$320K 0.1%
10,820
+59
121
$317K 0.1%
3,936
+490
122
$314K 0.1%
9,535
+955
123
$306K 0.1%
3,150
-200
124
$292K 0.09%
9,800
125
$274K 0.09%
20,000
2 3 4
5
6