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
$575M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$978K
3
+$645K
4
CIEN icon
Ciena
CIEN
+$570K
5
XOM icon
Exxon Mobil
XOM
+$373K

Top Sells

1
+$3.75M
2
+$3M
3
+$2.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.77M
5
RMD icon
ResMed
RMD
+$1.91M

Sector Composition

1 Healthcare 21.11%
2 Technology 20.53%
3 Financials 9.81%
4 Communication Services 9.1%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$404K 0.07%
8,885
+181
127
$403K 0.07%
15,184
-75
128
$392K 0.07%
3,312
129
$382K 0.07%
9,365
-233
130
$380K 0.07%
6,651
-551
131
$379K 0.07%
2,250
132
$361K 0.06%
10,250
133
$355K 0.06%
5,637
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134
$351K 0.06%
6,667
135
$350K 0.06%
6,343
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136
$345K 0.06%
22,000
137
$344K 0.06%
3,202
138
$332K 0.06%
5,552
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139
$327K 0.06%
4,860
140
$310K 0.05%
500
141
$304K 0.05%
5,605
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142
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4,250
-135
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$285K 0.05%
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144
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3,500
145
$280K 0.05%
7,599
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146
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2,160
147
$271K 0.05%
4,287
-121
148
$271K 0.05%
6,400
149
$264K 0.05%
10,010
150
$260K 0.05%
6,424
-2,050
4 5
6
7 8