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
$434M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$3.93M
3
+$3.89M
4
CRM icon
Salesforce
CRM
+$3.12M
5
STL
Sterling Bancorp
STL
+$2.97M

Top Sells

1
+$3.16M
2
+$2.57M
3
+$2.08M
4
GS icon
Goldman Sachs
GS
+$2.01M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.83M

Sector Composition

1 Healthcare 24.62%
2 Technology 15.62%
3 Financials 12.14%
4 Communication Services 8.4%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$314K 0.07%
3,400
-50
127
$312K 0.07%
8,606
-10,864
128
$299K 0.07%
11,000
129
$298K 0.07%
+2,615
130
$297K 0.07%
12,076
+3,868
131
$281K 0.06%
22,000
+12,000
132
$281K 0.06%
4,945
+410
133
$272K 0.06%
6,235
+2,270
134
$272K 0.06%
+5,703
135
$271K 0.06%
22,000
136
$249K 0.06%
+1,224
137
$246K 0.06%
+5,000
138
$246K 0.06%
5,608
-1,666
139
$240K 0.06%
+4,725
140
$227K 0.05%
+2,974
141
$223K 0.05%
+3,786
142
$221K 0.05%
6,950
143
$211K 0.05%
+3,538
144
$205K 0.05%
7,304
-20,628
145
$165K 0.04%
3,213
146
$161K 0.04%
11,300
147
$149K 0.03%
+10,500
148
$147K 0.03%
11,238
-97,082
149
$141K 0.03%
+10,500
150
$130K 0.03%
+3,300
3 4 5
6
7