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
$363M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$743K
3
+$470K
4
FDX icon
FedEx
FDX
+$451K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$358K

Top Sells

1
+$1.81M
2
+$1.67M
3
+$1.5M
4
BA icon
Boeing
BA
+$1.08M
5
USB icon
US Bancorp
USB
+$837K

Sector Composition

1 Healthcare 25.23%
2 Financials 14.21%
3 Technology 12.82%
4 Industrials 9.22%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$284K 0.08%
5,141
+1
127
$273K 0.08%
6,291
-829
128
$266K 0.07%
1,645
-25
129
$254K 0.07%
+4,706
130
$252K 0.07%
9,301
+14
131
$245K 0.07%
+8,000
132
$244K 0.07%
5,425
-75
133
$242K 0.07%
4,055
+1,870
134
$233K 0.06%
2,880
135
$227K 0.06%
2,150
136
$220K 0.06%
6,889
137
$207K 0.06%
+5,381
138
$204K 0.06%
18,359
+605
139
$57K 0.02%
417
140
$34K 0.01%
900
141
$10K ﹤0.01%
+2,414
142
– –
-5,075
143
– –
-6,800
144
– –
-500
145
– –
-16,250
146
– –
-4,200
147
$0 ﹤0.01%
16,600
2 3 4 5
6