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
$363M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$743K
3
+$470K
4
FDX icon
FedEx
FDX
+$451K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$358K

Top Sells

1
+$1.81M
2
+$1.67M
3
+$1.5M
4
BA icon
Boeing
BA
+$1.08M
5
USB icon
US Bancorp
USB
+$837K

Sector Composition

1 Healthcare 25.23%
2 Financials 14.21%
3 Technology 12.82%
4 Industrials 9.22%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$580K 0.16%
7,475
-1,075
102
$579K 0.16%
5,389
103
$579K 0.16%
900
104
$573K 0.16%
16,398
+925
105
$533K 0.15%
7,535
-755
106
$480K 0.13%
9,030
+980
107
$472K 0.13%
24,295
108
$452K 0.12%
30,006
109
$448K 0.12%
3,470
+125
110
$446K 0.12%
14,527
+1,507
111
$417K 0.11%
9,288
+200
112
$409K 0.11%
13,498
+240
113
$405K 0.11%
8,464
114
$395K 0.11%
9,196
-300
115
$394K 0.11%
10,112
+726
116
$390K 0.11%
5,263
117
$377K 0.1%
3,100
-50
118
$355K 0.1%
622
-138
119
$355K 0.1%
3,925
-100
120
$344K 0.09%
4,338
121
$322K 0.09%
2,739
+300
122
$317K 0.09%
4,080
123
$311K 0.09%
8,900
124
$301K 0.08%
22,000
125
$295K 0.08%
3,970
-7,970
2 3 4
5
6