HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $772M
1-Year Est. Return 25.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$563K
3
+$406K
4
CTRA icon
Coterra Energy
CTRA
+$350K
5
IYW icon
iShares US Technology ETF
IYW
+$331K

Top Sells

1
+$3.24M
2
+$2.66M
3
+$2.52M
4
BA icon
Boeing
BA
+$2.34M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.26M

Sector Composition

1 Healthcare 24.89%
2 Technology 16.08%
3 Financials 10.94%
4 Communication Services 8.27%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34K 0.01%
900
152
$10K ﹤0.01%
+417
153
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-11,238
154
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-11,400
155
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-900
156
– –
-3,786
157
– –
-5,000
158
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-7,304
159
– –
-8,264
160
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-3,538
161
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-4,225
3 4 5 6
7