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
$913M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$5.03M
3
+$4.64M
4
MELI icon
Mercado Libre
MELI
+$4.55M
5
NEE icon
NextEra Energy
NEE
+$2.84M

Top Sells

1
+$2.12M
2
+$2.03M
3
+$1.75M
4
KLAC icon
KLA
KLAC
+$1.6M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

1 Technology 23.66%
2 Healthcare 13.59%
3 Financials 13.49%
4 Consumer Discretionary 7.2%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$439K 0.05%
1,516
+35
127
$438K 0.05%
3,535
-1,201
128
$415K 0.05%
2,812
129
$397K 0.04%
2,277
-177
130
$397K 0.04%
2,493
-172
131
$384K 0.04%
1,500
132
$368K 0.04%
900
133
$358K 0.04%
41,215
-6,750
134
$355K 0.04%
3,131
-1,456
135
$354K 0.04%
1,268
+18
136
$349K 0.04%
6,668
-685
137
$342K 0.04%
1,385
138
$340K 0.04%
3,222
139
$334K 0.04%
2,197
140
$325K 0.04%
2,950
141
$318K 0.03%
3,490
142
$312K 0.03%
4,413
143
$307K 0.03%
15,704
144
$295K 0.03%
1,268
145
$294K 0.03%
1,575
146
$277K 0.03%
5,989
-4,220
147
$277K 0.03%
6,120
-123
148
$268K 0.03%
811
149
$265K 0.03%
2,225
150
$261K 0.03%
23,870
4 5
6
7 8