HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $961M
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$837M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.93M
3
+$3.91M
4
CBRE icon
CBRE Group
CBRE
+$2.99M
5
TRMB icon
Trimble
TRMB
+$2.77M

Top Sells

1
+$5.76M
2
+$5.23M
3
+$3.03M
4
ILMN icon
Illumina
ILMN
+$2.29M
5
LEN icon
Lennar Class A
LEN
+$1.4M

Sector Composition

1 Technology 20.77%
2 Healthcare 16.25%
3 Financials 13.52%
4 Consumer Discretionary 7.21%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$389K 0.05%
1,250
127
$376K 0.04%
7,353
-407
128
$358K 0.04%
3,222
-400
129
$355K 0.04%
1,500
130
$352K 0.04%
2,454
-30
131
$343K 0.04%
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-395
132
$323K 0.04%
2,197
-500
133
$316K 0.04%
4,413
134
$313K 0.04%
8,490
-2,979
135
$298K 0.04%
900
136
$296K 0.04%
15,704
137
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3,490
-360
138
$277K 0.03%
1,575
139
$276K 0.03%
6,243
140
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2,225
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141
$274K 0.03%
2,950
142
$271K 0.03%
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145
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146
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147
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850
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148
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12,000
149
$247K 0.03%
6,600
150
$246K 0.03%
1,600
4 5
6
7 8