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
$359M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$851K
3
+$557K
4
ADBE icon
Adobe
ADBE
+$429K
5
ATRI
Atrion Corp
ATRI
+$428K

Top Sells

1
+$2.44M
2
+$1.23M
3
+$1.15M
4
MDT icon
Medtronic
MDT
+$981K
5
STJ
St Jude Medical
STJ
+$942K

Sector Composition

1 Healthcare 24.15%
2 Financials 14.01%
3 Technology 13.82%
4 Industrials 9.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$617K 0.17%
5,159
+568
102
$606K 0.17%
10,444
+25
103
$567K 0.16%
+7,484
104
$563K 0.16%
8,290
-475
105
$550K 0.15%
760
+355
106
$519K 0.14%
15,473
+50
107
$500K 0.14%
5,389
108
$480K 0.13%
30,006
109
$465K 0.13%
24,295
110
$440K 0.12%
3,345
-350
111
$424K 0.12%
8,050
112
$421K 0.12%
+900
113
$421K 0.12%
8,464
-230
114
$392K 0.11%
13,020
+467
115
$392K 0.11%
13,258
+280
116
$388K 0.11%
9,496
-775
117
$386K 0.11%
9,088
-645
118
$385K 0.11%
5,263
-150
119
$353K 0.1%
9,386
-1,034
120
$353K 0.1%
3,150
121
$337K 0.09%
4,025
+100
122
$336K 0.09%
4,080
-100
123
$333K 0.09%
4,338
+1,213
124
$301K 0.08%
8,900
125
$300K 0.08%
7,120
-4,812
2 3 4
5
6