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
$524M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$2.11M
3
+$1.09M
4
FDX icon
FedEx
FDX
+$461K
5
TROW icon
T. Rowe Price
TROW
+$440K

Top Sells

1
+$1.07M
2
+$942K
3
+$747K
4
TFC icon
Truist Financial
TFC
+$693K
5
ENB icon
Enbridge
ENB
+$482K

Sector Composition

1 Healthcare 21.93%
2 Technology 20.73%
3 Financials 9.61%
4 Communication Services 8.7%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$609K 0.12%
6,627
102
$583K 0.11%
3,830
-100
103
$570K 0.11%
20,212
+1,017
104
$563K 0.11%
3,509
105
$533K 0.1%
6,080
106
$530K 0.1%
7,189
+89
107
$505K 0.1%
29,641
108
$498K 0.09%
2,636
-1,180
109
$474K 0.09%
20,250
110
$466K 0.09%
+3,075
111
$465K 0.09%
5,460
-128
112
$429K 0.08%
2,060
113
$420K 0.08%
7,655
114
$418K 0.08%
7,385
+200
115
$414K 0.08%
3,593
-262
116
$386K 0.07%
7,202
117
$386K 0.07%
12,990
-19
118
$371K 0.07%
3,312
119
$368K 0.07%
10,615
-166
120
$368K 0.07%
6,514
121
$364K 0.07%
3,340
-50
122
$355K 0.07%
17,727
-2,075
123
$345K 0.07%
+12,000
124
$332K 0.06%
2,250
125
$332K 0.06%
22,000
3 4
5
6 7