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
$386M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.71M
3
+$1.49M
4
BA icon
Boeing
BA
+$1.15M
5
DD icon
DuPont de Nemours
DD
+$791K

Top Sells

1
+$900K
2
+$811K
3
+$588K
4
INTC icon
Intel
INTC
+$580K
5
CVS icon
CVS Health
CVS
+$334K

Sector Composition

1 Healthcare 23.83%
2 Financials 13.97%
3 Technology 13.3%
4 Industrials 9.6%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$658K 0.17%
4,605
-45
102
$653K 0.17%
5,239
-150
103
$605K 0.16%
900
104
$593K 0.15%
7,260
+310
105
$561K 0.15%
6,920
-615
106
$555K 0.14%
16,028
+1,501
107
$540K 0.14%
8,915
-115
108
$462K 0.12%
24,295
109
$455K 0.12%
30,006
110
$430K 0.11%
3,250
+150
111
$425K 0.11%
5,315
-2,160
112
$418K 0.11%
9,288
113
$416K 0.11%
8,464
114
$408K 0.11%
3,470
115
$402K 0.1%
9,196
116
$396K 0.1%
13,208
-290
117
$383K 0.1%
5,263
118
$383K 0.1%
9,942
-170
119
$360K 0.09%
4,463
+125
120
$335K 0.09%
3,700
-270
121
$334K 0.09%
8,900
122
$332K 0.09%
4,080
123
$305K 0.08%
3,875
-50
124
$305K 0.08%
22,000
125
$304K 0.08%
2,739
2 3 4
5
6