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
$575M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$978K
3
+$645K
4
CIEN icon
Ciena
CIEN
+$570K
5
XOM icon
Exxon Mobil
XOM
+$373K

Top Sells

1
+$3.75M
2
+$3M
3
+$2.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.77M
5
RMD icon
ResMed
RMD
+$1.91M

Sector Composition

1 Healthcare 21.11%
2 Technology 20.53%
3 Financials 9.81%
4 Communication Services 9.1%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$735K 0.13%
7,642
-170
102
$727K 0.13%
6,437
103
$718K 0.12%
4,940
-2,652
104
$692K 0.12%
4,357
-390
105
$691K 0.12%
4,627
-1,291
106
$675K 0.12%
3,020
-160
107
$644K 0.11%
2,428
-150
108
$630K 0.11%
2,585
-335
109
$627K 0.11%
+6,764
110
$603K 0.1%
13,713
+31
111
$599K 0.1%
3,025
112
$555K 0.1%
19,847
-230
113
$543K 0.09%
5,460
114
$534K 0.09%
28,841
-800
115
$505K 0.09%
3,530
-100
116
$490K 0.09%
6,280
-650
117
$484K 0.08%
15,745
118
$476K 0.08%
2,201
-285
119
$472K 0.08%
2,435
-1,074
120
$458K 0.08%
1,933
-4
121
$455K 0.08%
3,468
-125
122
$452K 0.08%
12,000
123
$449K 0.08%
8,710
-3,665
124
$406K 0.07%
6,046
125
$406K 0.07%
7,505
-150
3 4
5
6 7