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
$431M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$1.14M
3
+$921K
4
TFC icon
Truist Financial
TFC
+$752K
5
MTB icon
M&T Bank
MTB
+$667K

Top Sells

1
+$5.11M
2
+$1.81M
3
+$774K
4
AMT icon
American Tower
AMT
+$755K
5
AVGO icon
Broadcom
AVGO
+$564K

Sector Composition

1 Healthcare 25.83%
2 Technology 15.39%
3 Financials 12.76%
4 Industrials 9.39%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$236K 0.05%
8,208
-36
127
$233K 0.05%
6,950
128
$222K 0.05%
+4,132
129
$215K 0.05%
+2,150
130
$212K 0.05%
3,965
-1,104
131
$209K 0.05%
+6,000
132
$201K 0.05%
11,300
133
$192K 0.04%
3,213
134
$126K 0.03%
10,000
135
$115K 0.03%
11,400
136
$109K 0.03%
6,667
137
$100K 0.02%
17,000
138
$47K 0.01%
900
139
$36K 0.01%
417
140
– –
-564
141
– –
-4,588
142
– –
-18,060
143
– –
-3,037
144
– –
-6,889
145
– –
-4,109
146
– –
-2,885
147
– –
-2,720
148
– –
-8,049
149
– –
-2,700
150
– –
-3,203
3 4 5
6
7