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
$308M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$3.12M
3
+$972K
4
META icon
Meta Platforms (Facebook)
META
+$954K
5
JCI icon
Johnson Controls International
JCI
+$855K

Top Sells

1
+$1.97M
2
+$880K
3
+$849K
4
VLO icon
Valero Energy
VLO
+$741K
5
EMR icon
Emerson Electric
EMR
+$664K

Sector Composition

1 Healthcare 28.94%
2 Financials 12.87%
3 Technology 12.33%
4 Industrials 10.19%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,635
152
– –
-8,763
153
– –
-2,306
154
– –
-5,585
155
– –
-417
156
– –
-3,215
157
$0 ﹤0.01%
16,600
158
– –
-5,291
3 4 5 6
7