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
$524M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$2.11M
3
+$1.09M
4
FDX icon
FedEx
FDX
+$461K
5
TROW icon
T. Rowe Price
TROW
+$440K

Top Sells

1
+$1.07M
2
+$942K
3
+$747K
4
TFC icon
Truist Financial
TFC
+$693K
5
ENB icon
Enbridge
ENB
+$482K

Sector Composition

1 Healthcare 21.93%
2 Technology 20.73%
3 Financials 9.61%
4 Communication Services 8.7%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$332K 0.06%
7,117
127
$331K 0.06%
+6,156
128
$329K 0.06%
6,362
-55
129
$326K 0.06%
+3,500
130
$326K 0.06%
15,855
131
$321K 0.06%
+500
132
$305K 0.06%
6,502
-170
133
$304K 0.06%
8,639
+659
134
$289K 0.06%
4,950
135
$266K 0.05%
6,667
136
$265K 0.05%
14,030
-1,820
137
$263K 0.05%
+4,756
138
$261K 0.05%
4,702
+92
139
$261K 0.05%
+1,110
140
$256K 0.05%
1,900
141
$255K 0.05%
3,203
142
$245K 0.05%
2,160
143
$234K 0.04%
5,717
-100
144
$229K 0.04%
11,155
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145
$218K 0.04%
3,970
146
$211K 0.04%
+2,463
147
$206K 0.04%
+5,994
148
$204K 0.04%
2,226
-650
149
$202K 0.04%
588
-5,459
150
$176K 0.03%
10,500
3 4 5
6
7