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
$434M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$3.93M
3
+$3.89M
4
CRM icon
Salesforce
CRM
+$3.12M
5
STL
Sterling Bancorp
STL
+$2.97M

Top Sells

1
+$3.16M
2
+$2.57M
3
+$2.08M
4
GS icon
Goldman Sachs
GS
+$2.01M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.83M

Sector Composition

1 Healthcare 24.62%
2 Technology 15.62%
3 Financials 12.14%
4 Communication Services 8.4%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$585K 0.13%
6,338
+1,136
102
$578K 0.13%
20,420
-2,625
103
$572K 0.13%
3,825
+75
104
$559K 0.13%
30,806
+800
105
$558K 0.13%
15,172
+257
106
$555K 0.13%
9,520
+1,380
107
$542K 0.12%
14,313
-8,372
108
$525K 0.12%
23,801
-833
109
$519K 0.12%
3,886
-565
110
$513K 0.12%
11,225
-700
111
$492K 0.11%
+22,000
112
$491K 0.11%
3,873
-280
113
$485K 0.11%
11,807
+430
114
$466K 0.11%
10,440
+900
115
$424K 0.1%
14,495
-51,087
116
$405K 0.09%
+8,547
117
$400K 0.09%
8,264
+4,132
118
$386K 0.09%
9,287
+821
119
$373K 0.09%
+3,740
120
$365K 0.08%
4,394
-10,725
121
$357K 0.08%
7,233
+800
122
$331K 0.08%
4,230
+375
123
$326K 0.08%
4,225
+2,075
124
$321K 0.07%
+5,471
125
$315K 0.07%
5,614
-2,989
3 4
5
6 7