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
$361M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.96M
3
+$1.63M
4
COST icon
Costco
COST
+$1.08M
5
LMT icon
Lockheed Martin
LMT
+$893K

Top Sells

1
+$7.17M
2
+$2.29M
3
+$1.87M
4
BA icon
Boeing
BA
+$1.71M
5
TFC icon
Truist Financial
TFC
+$1.65M

Sector Composition

1 Healthcare 23.7%
2 Technology 19.74%
3 Financials 9.67%
4 Communication Services 8.5%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,638
152
– –
-6,950
153
– –
-15,683
154
– –
-5,558
155
– –
-2,595
156
– –
-7,766
157
– –
-6,000
158
– –
-3,441
159
– –
-4,775
160
– –
-5,141
161
– –
-4,389
162
– –
-2,594
163
– –
-2,025
3 4 5 6
7