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
$407M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$2.39M
3
+$1.33M
4
EL icon
Estee Lauder
EL
+$731K
5
T icon
AT&T
T
+$533K

Top Sells

1
+$5.38M
2
+$2.67M
3
+$1.06M
4
AOL
AOL INC COMMON STOCK
AOL
+$987K
5
CELG
Celgene Corp
CELG
+$561K

Sector Composition

1 Healthcare 22.86%
2 Technology 14.88%
3 Financials 13.19%
4 Industrials 9.35%
5 Energy 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$539K 0.13%
900
102
$536K 0.13%
3,550
103
$535K 0.13%
12,267
-500
104
$527K 0.13%
30,006
105
$525K 0.13%
9,243
-7,555
106
$514K 0.13%
4,150
-50
107
$502K 0.12%
10,290
-75
108
$497K 0.12%
5,202
+1
109
$469K 0.12%
22,220
110
$446K 0.11%
4,145
+18
111
$433K 0.11%
8,466
-130
112
$401K 0.1%
3,450
113
$378K 0.09%
564
+54
114
$378K 0.09%
3,855
115
$355K 0.09%
7,674
116
$353K 0.09%
8,049
-600
117
$348K 0.09%
25,971
+6,372
118
$306K 0.08%
4,200
119
$304K 0.07%
2,885
-325
120
$297K 0.07%
4,588
-200
121
$297K 0.07%
9,042
122
$286K 0.07%
22,000
123
$285K 0.07%
5,040
-99,620
124
$275K 0.07%
11,000
125
$271K 0.07%
1,595
-25
2 3 4
5
6