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
$432M
AUM Growth
+$38K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.53M
3
+$506K
4
VLO icon
Valero Energy
VLO
+$490K
5
INTC icon
Intel
INTC
+$452K

Top Sells

1
+$1.76M
2
+$1.48M
3
+$1.04M
4
ATRI
Atrion Corp
ATRI
+$767K
5
CHEF icon
Chefs' Warehouse
CHEF
+$603K

Sector Composition

1 Healthcare 23.65%
2 Technology 15.65%
3 Financials 11.12%
4 Communication Services 7.82%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$167K 0.04%
3,181
-32
152
$166K 0.04%
10,500
153
$164K 0.04%
11,500
154
$160K 0.04%
4,550
155
$158K 0.04%
12,298
156
$129K 0.03%
11,400
157
$108K 0.03%
21,500
158
$40K 0.01%
12
159
$30K 0.01%
900
160
– –
-10,078
161
– –
-9,398
162
– –
-4,010
163
– –
-900
164
– –
0
165
– –
-8,500
166
– –
-2,827
167
– –
-5,520
168
– –
-2,353
169
– –
-6,887
170
– –
-17,180
3 4 5 6
7