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
$434M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$3.93M
3
+$3.89M
4
CRM icon
Salesforce
CRM
+$3.12M
5
STL
Sterling Bancorp
STL
+$2.97M

Top Sells

1
+$3.16M
2
+$2.57M
3
+$2.08M
4
GS icon
Goldman Sachs
GS
+$2.01M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.83M

Sector Composition

1 Healthcare 24.62%
2 Technology 15.62%
3 Financials 12.14%
4 Communication Services 8.4%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$114K 0.03%
21,500
+4,500
152
$113K 0.03%
11,400
153
$48K 0.01%
+12
154
$32K 0.01%
900
155
– –
-3,280
156
– –
-6,000
157
– –
-7,440
158
– –
-6,667
159
– –
-4,337
160
– –
-417
161
– –
-19,243
162
– –
-4,200
3 4 5 6
7