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
$407M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$2.39M
3
+$1.33M
4
EL icon
Estee Lauder
EL
+$731K
5
T icon
AT&T
T
+$533K

Top Sells

1
+$5.38M
2
+$2.67M
3
+$1.06M
4
AOL
AOL INC COMMON STOCK
AOL
+$987K
5
CELG
Celgene Corp
CELG
+$561K

Sector Composition

1 Healthcare 22.86%
2 Technology 14.88%
3 Financials 13.19%
4 Industrials 9.35%
5 Energy 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$258K 0.06%
4,400
127
$255K 0.06%
4,535
128
$237K 0.06%
3,037
+2
129
$232K 0.06%
3,280
-240
130
$231K 0.06%
+2,720
131
$228K 0.06%
8,244
-35
132
$218K 0.05%
6,950
133
$218K 0.05%
4,661
-11,859
134
$218K 0.05%
2,700
135
$208K 0.05%
+3,203
136
$207K 0.05%
+6,889
137
$207K 0.05%
4,109
138
$203K 0.05%
3,213
139
$203K 0.05%
2,150
-2,441
140
$198K 0.05%
11,300
141
$127K 0.03%
10,000
142
$120K 0.03%
11,400
143
$111K 0.03%
+6,667
144
$99K 0.02%
+17,000
145
$44K 0.01%
900
146
$28K 0.01%
417
147
– –
-9,573
148
– –
-9,320
149
– –
-10,434
2 3 4 5
6