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
$469M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.06M
3
+$840K
4
ATRI
Atrion Corp
ATRI
+$679K
5
AMZN icon
Amazon
AMZN
+$499K

Top Sells

1
+$3.03M
2
+$1.7M
3
+$796K
4
CELG
Celgene Corp
CELG
+$677K
5
BA icon
Boeing
BA
+$669K

Sector Composition

1 Healthcare 24.42%
2 Technology 16.36%
3 Financials 11.89%
4 Communication Services 8.05%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$599K 0.13%
34,419
-11,376
102
$596K 0.13%
3,320
+25
103
$590K 0.13%
16,445
-200
104
$556K 0.12%
2,911
105
$534K 0.11%
29,641
106
$524K 0.11%
21,428
-175
107
$483K 0.1%
2,362
-35
108
$457K 0.1%
3,540
109
$445K 0.1%
8,235
-2,774
110
$438K 0.09%
8,597
-500
111
$429K 0.09%
7,975
-235
112
$429K 0.09%
7,280
-300
113
$425K 0.09%
7,680
-165
114
$421K 0.09%
15,683
-435
115
$393K 0.08%
6,667
116
$392K 0.08%
+7,638
117
$392K 0.08%
3,855
118
$387K 0.08%
6,660
-780
119
$386K 0.08%
2,594
-157
120
$380K 0.08%
+5,680
121
$377K 0.08%
7,450
-200
122
$375K 0.08%
3,075
-50
123
$360K 0.08%
4,080
124
$353K 0.08%
15,855
-100
125
$351K 0.07%
10,917
-2,076
3 4
5
6 7