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
$430M
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.74M
3
+$1.72M
4
CIEN icon
Ciena
CIEN
+$612K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$368K

Top Sells

1
+$1.74M
2
+$620K
3
+$518K
4
AGN
Allergan plc
AGN
+$480K
5
TROW icon
T. Rowe Price
TROW
+$300K

Sector Composition

1 Healthcare 22.19%
2 Technology 21.57%
3 Financials 9.29%
4 Consumer Discretionary 8.39%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$490K 0.11%
7,176
-214
102
$490K 0.11%
18,945
+500
103
$470K 0.11%
3,475
-204
104
$464K 0.11%
2,643
-200
105
$449K 0.1%
6,660
106
$445K 0.1%
29,641
107
$437K 0.1%
6,160
+160
108
$434K 0.1%
3,540
109
$426K 0.1%
7,235
110
$423K 0.1%
7,093
-262
111
$417K 0.1%
2,220
-20
112
$394K 0.09%
20,719
-1,487
113
$384K 0.09%
7,365
-63
114
$366K 0.09%
3,855
115
$365K 0.08%
8,180
+500
116
$358K 0.08%
3,930
-25
117
$351K 0.08%
11,020
-131
118
$340K 0.08%
+23,250
119
$323K 0.08%
15,855
120
$319K 0.07%
500
121
$306K 0.07%
22,000
122
$296K 0.07%
+13,317
123
$291K 0.07%
6,514
-350
124
$283K 0.07%
6,667
125
$277K 0.06%
11,896
+2,839
3 4
5
6 7