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
$469M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.06M
3
+$840K
4
ATRI
Atrion Corp
ATRI
+$679K
5
AMZN icon
Amazon
AMZN
+$499K

Top Sells

1
+$3.03M
2
+$1.7M
3
+$796K
4
CELG
Celgene Corp
CELG
+$677K
5
BA icon
Boeing
BA
+$669K

Sector Composition

1 Healthcare 24.42%
2 Technology 16.36%
3 Financials 11.89%
4 Communication Services 8.05%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$173K 0.04%
4,075
-40
152
$172K 0.04%
10,500
153
$171K 0.04%
4,550
154
$163K 0.03%
11,500
155
$153K 0.03%
10,500
156
$127K 0.03%
11,400
157
$124K 0.03%
12,298
158
$107K 0.02%
21,500
159
$28K 0.01%
900
160
– –
-12
161
– –
-2,763
162
– –
-44,010
163
– –
-6,816
3 4 5 6
7