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
$464M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$653K
3
+$516K
4
AFSI.PRE
AmTrust Financial Services, Inc.
AFSI.PRE
+$417K
5
NEE icon
NextEra Energy
NEE
+$361K

Top Sells

1
+$1.53M
2
+$434K
3
+$364K
4
ATRI
Atrion Corp
ATRI
+$319K
5
INTC icon
Intel
INTC
+$292K

Sector Composition

1 Healthcare 22.51%
2 Technology 22.12%
3 Consumer Discretionary 8.94%
4 Communication Services 8.56%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$561K 0.12%
7,100
+7
102
$522K 0.11%
19,195
+250
103
$465K 0.1%
6,627
-549
104
$462K 0.1%
3,930
105
$459K 0.1%
29,641
106
$446K 0.1%
6,080
-80
107
$421K 0.09%
5,588
-1,072
108
$417K 0.09%
+27,800
109
$415K 0.09%
3,390
-150
110
$400K 0.09%
7,722
-104
111
$389K 0.08%
19,802
-917
112
$378K 0.08%
7,655
-525
113
$376K 0.08%
3,855
114
$349K 0.08%
2,060
-160
115
$338K 0.07%
7,202
-163
116
$323K 0.07%
10,781
-239
117
$317K 0.07%
15,855
118
$315K 0.07%
22,000
119
$311K 0.07%
7,185
-50
120
$307K 0.07%
20,250
-3,000
121
$302K 0.07%
13,009
-308
122
$301K 0.06%
6,514
123
$283K 0.06%
6,417
+3
124
$281K 0.06%
1,900
125
$256K 0.06%
3,312
3 4
5
6 7