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
$296M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.34M
3
+$2.02M
4
LLY icon
Eli Lilly
LLY
+$1.68M
5
NVEC icon
NVE Corp
NVEC
+$1.66M

Top Sells

1
+$2.05M
2
+$911K
3
+$556K
4
ORCL icon
Oracle
ORCL
+$418K
5
ADT
ADT Corp
ADT
+$258K

Sector Composition

1 Healthcare 26.92%
2 Technology 14.78%
3 Financials 12.62%
4 Consumer Staples 9.35%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,930
127
$0 ﹤0.01%
16,600
128
– –
-7,110
129
– –
-29,155
130
– –
-20,040
2 3 4 5
6