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
$432M
AUM Growth
+$38K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.53M
3
+$506K
4
VLO icon
Valero Energy
VLO
+$490K
5
INTC icon
Intel
INTC
+$452K

Top Sells

1
+$1.76M
2
+$1.48M
3
+$1.04M
4
ATRI
Atrion Corp
ATRI
+$767K
5
CHEF icon
Chefs' Warehouse
CHEF
+$603K

Sector Composition

1 Healthcare 23.65%
2 Technology 15.65%
3 Financials 11.12%
4 Communication Services 7.82%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$346K 0.08%
11,000
127
$326K 0.08%
3,641
+1,150
128
$315K 0.07%
22,000
129
$311K 0.07%
4,080
-295
130
$307K 0.07%
2,595
131
$284K 0.07%
6,939
-43
132
$277K 0.06%
15,955
-100
133
$262K 0.06%
5,507
-360
134
$255K 0.06%
3,500
135
$249K 0.06%
6,950
136
$247K 0.06%
6,033
-100
137
$234K 0.05%
4,386
138
$234K 0.05%
3,789
139
$229K 0.05%
3,312
140
$225K 0.05%
3,203
141
$221K 0.05%
7,748
-85
142
$219K 0.05%
5,236
+245
143
$217K 0.05%
6,000
144
$214K 0.05%
5,125
-650
145
$203K 0.05%
+2,763
146
$188K 0.04%
4,115
147
$177K 0.04%
11,000
148
$177K 0.04%
11,300
149
$176K 0.04%
10,500
150
$170K 0.04%
10,500
3 4 5
6
7