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
$397M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$703K
2
+$492K
3
+$483K
4
FDX icon
FedEx
FDX
+$459K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$397K

Top Sells

1
+$1.33M
2
+$891K
3
+$617K
4
STL
Sterling Bancorp
STL
+$453K
5
BA icon
Boeing
BA
+$450K

Sector Composition

1 Healthcare 22.95%
2 Technology 14.78%
3 Financials 14.18%
4 Industrials 10.01%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$575K 0.14%
4,200
-225
102
$568K 0.14%
900
103
$565K 0.14%
7,506
+955
104
$543K 0.14%
8,515
-483
105
$529K 0.13%
21,260
+7,902
106
$512K 0.13%
4,127
-1,079
107
$510K 0.13%
30,006
108
$482K 0.12%
3,550
+400
109
$456K 0.11%
5,201
-190
110
$455K 0.11%
22,220
111
$449K 0.11%
8,596
-300
112
$392K 0.1%
9,320
+1,080
113
$376K 0.09%
8,649
+237
114
$372K 0.09%
3,450
-30
115
$354K 0.09%
3,210
-270
116
$343K 0.09%
4,788
-475
117
$343K 0.09%
7,674
-425
118
$331K 0.08%
510
+15
119
$315K 0.08%
3,855
120
$309K 0.08%
9,042
-211
121
$305K 0.08%
3,580
-30
122
$299K 0.08%
1,620
123
$286K 0.07%
22,000
124
$281K 0.07%
11,000
+1,300
125
$268K 0.07%
2,700
2 3 4
5
6