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
$321M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$607K
3
+$488K
4
GILD icon
Gilead Sciences
GILD
+$399K
5
META icon
Meta Platforms (Facebook)
META
+$373K

Top Sells

1
+$8.41M
2
+$1.24M
3
+$1.01M
4
LLY icon
Eli Lilly
LLY
+$934K
5
MDT icon
Medtronic
MDT
+$564K

Sector Composition

1 Healthcare 30.05%
2 Financials 13.17%
3 Technology 12.77%
4 Industrials 8.09%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$262K 0.08%
9,800
127
$255K 0.08%
+7,300
128
$250K 0.08%
3,925
-466
129
$243K 0.08%
7,421
130
$234K 0.07%
+3,270
131
$230K 0.07%
5,952
132
$220K 0.07%
5,800
+1,715
133
$219K 0.07%
31,417
134
$219K 0.07%
1,806
135
$216K 0.07%
5,534
136
$212K 0.07%
+5,500
137
$210K 0.07%
+14,500
138
$151K 0.05%
2,500
-330
139
$125K 0.04%
20,000
140
$105K 0.03%
1,625
141
$73K 0.02%
+417
142
$23K 0.01%
900
143
– –
-1,532
144
– –
-8,258
145
– –
-6,889
146
– –
-204,170
147
– –
-3,576
148
– –
-4,200
149
– –
-2,772
150
$0 ﹤0.01%
16,600
3 4 5
6
7