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
$386M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.71M
3
+$1.49M
4
BA icon
Boeing
BA
+$1.15M
5
DD icon
DuPont de Nemours
DD
+$791K

Top Sells

1
+$900K
2
+$811K
3
+$588K
4
INTC icon
Intel
INTC
+$580K
5
CVS icon
CVS Health
CVS
+$334K

Sector Composition

1 Healthcare 23.83%
2 Financials 13.97%
3 Technology 13.3%
4 Industrials 9.6%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$302K 0.08%
9,700
+1,700
127
$293K 0.08%
2,150
128
$293K 0.08%
493
-129
129
$265K 0.07%
1,645
130
$248K 0.06%
5,200
-225
131
$246K 0.06%
4,753
-388
132
$245K 0.06%
6,889
133
$244K 0.06%
9,366
+65
134
$239K 0.06%
4,706
135
$232K 0.06%
2,880
136
$230K 0.06%
+4,200
137
$228K 0.06%
5,666
-625
138
$226K 0.06%
4,025
-30
139
$216K 0.06%
+6,950
140
$211K 0.05%
19,105
+746
141
$189K 0.05%
+11,300
142
$48K 0.01%
417
143
$46K 0.01%
900
144
– –
-5,381
145
– –
-2,414
146
$0 ﹤0.01%
16,600
147
– –
-10,051
2 3 4 5
6