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
$431M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$1.14M
3
+$921K
4
TFC icon
Truist Financial
TFC
+$752K
5
MTB icon
M&T Bank
MTB
+$667K

Top Sells

1
+$5.11M
2
+$1.81M
3
+$774K
4
AMT icon
American Tower
AMT
+$755K
5
AVGO icon
Broadcom
AVGO
+$564K

Sector Composition

1 Healthcare 25.83%
2 Technology 15.39%
3 Financials 12.76%
4 Industrials 9.39%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$625K 0.14%
900
102
$600K 0.14%
30,006
103
$597K 0.14%
5,202
104
$586K 0.14%
4,153
-150
105
$555K 0.13%
8,140
-225
106
$543K 0.13%
3,900
-250
107
$532K 0.12%
11,377
-890
108
$529K 0.12%
8,603
+355
109
$515K 0.12%
9,540
-750
110
$456K 0.11%
22,220
111
$445K 0.1%
4,337
+192
112
$432K 0.1%
3,855
113
$416K 0.1%
8,466
114
$406K 0.09%
29,010
+3,039
115
$388K 0.09%
6,433
-2,810
116
$377K 0.09%
3,450
117
$362K 0.08%
4,200
118
$361K 0.08%
+7,440
119
$327K 0.08%
4,535
120
$325K 0.08%
11,000
121
$317K 0.07%
7,274
-400
122
$307K 0.07%
8,667
-375
123
$304K 0.07%
5,040
-84,480
124
$279K 0.06%
22,000
125
$253K 0.06%
3,280
3 4
5
6 7