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
$469M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.06M
3
+$840K
4
ATRI
Atrion Corp
ATRI
+$679K
5
AMZN icon
Amazon
AMZN
+$499K

Top Sells

1
+$3.03M
2
+$1.7M
3
+$796K
4
CELG
Celgene Corp
CELG
+$677K
5
BA icon
Boeing
BA
+$669K

Sector Composition

1 Healthcare 24.42%
2 Technology 16.36%
3 Financials 11.89%
4 Communication Services 8.05%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$337K 0.07%
11,000
127
$334K 0.07%
2,789
-825
128
$332K 0.07%
8,801
-1,775
129
$325K 0.07%
3,441
-200
130
$316K 0.07%
22,000
131
$311K 0.07%
6,939
132
$304K 0.06%
5,558
+51
133
$303K 0.06%
2,200
-340
134
$291K 0.06%
5,833
-200
135
$283K 0.06%
2,595
136
$280K 0.06%
4,389
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137
$259K 0.06%
6,950
138
$258K 0.06%
4,386
139
$255K 0.05%
3,312
140
$245K 0.05%
5,141
-95
141
$242K 0.05%
6,000
142
$231K 0.05%
3,203
143
$229K 0.05%
4,775
-350
144
$226K 0.05%
3,500
145
$219K 0.05%
7,766
+18
146
$206K 0.04%
+2,025
147
$192K 0.04%
11,000
148
$182K 0.04%
11,300
149
$181K 0.04%
3,088
-93
150
$175K 0.04%
10,500
3 4 5
6
7