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
$913M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$5.03M
3
+$4.64M
4
MELI icon
Mercado Libre
MELI
+$4.55M
5
NEE icon
NextEra Energy
NEE
+$2.84M

Top Sells

1
+$2.12M
2
+$2.03M
3
+$1.75M
4
KLAC icon
KLA
KLAC
+$1.6M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

1 Technology 23.66%
2 Healthcare 13.59%
3 Financials 13.49%
4 Consumer Discretionary 7.2%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.11%
2,634
102
$996K 0.11%
34,419
-1,060
103
$982K 0.11%
3,815
104
$959K 0.11%
22,166
-1,817
105
$935K 0.1%
1,870
-10
106
$921K 0.1%
3,212
107
$886K 0.1%
11,195
-2,107
108
$776K 0.09%
4,480
-15
109
$747K 0.08%
3,512
+12
110
$729K 0.08%
3,297
-748
111
$715K 0.08%
14,610
112
$713K 0.08%
29,410
-6,982
113
$693K 0.08%
9,144
-375
114
$660K 0.07%
1,424
-159
115
$645K 0.07%
12,030
116
$642K 0.07%
3,064
-153
117
$609K 0.07%
1,084
118
$532K 0.06%
7,714
-667
119
$506K 0.06%
9,700
-350
120
$506K 0.06%
9,615
121
$500K 0.05%
+9,864
122
$484K 0.05%
5,082
-353
123
$481K 0.05%
775
124
$466K 0.05%
4,261
+43
125
$450K 0.05%
850
3 4
5
6 7