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
$397M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$703K
2
+$492K
3
+$483K
4
FDX icon
FedEx
FDX
+$459K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$397K

Top Sells

1
+$1.33M
2
+$891K
3
+$617K
4
STL
Sterling Bancorp
STL
+$453K
5
BA icon
Boeing
BA
+$450K

Sector Composition

1 Healthcare 22.95%
2 Technology 14.78%
3 Financials 14.18%
4 Industrials 10.01%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$265K 0.07%
3,520
-1,030
127
$265K 0.07%
4,400
-100
128
$264K 0.07%
4,200
129
$261K 0.07%
+5,040
130
$254K 0.06%
9,573
-635
131
$251K 0.06%
4,535
-118
132
$237K 0.06%
3,035
-172
133
$223K 0.06%
19,599
+593
134
$218K 0.05%
6,950
135
$203K 0.05%
8,279
-20
136
$201K 0.05%
+4,109
137
$198K 0.05%
3,213
-1,250
138
$188K 0.05%
4,005
-20
139
$186K 0.05%
11,300
140
$125K 0.03%
+10,000
141
$121K 0.03%
+11,400
142
$41K 0.01%
900
143
$30K 0.01%
417
144
– –
-2,150
145
– –
-6,889
146
– –
-64,360
147
– –
-16,600
2 3 4 5
6