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
$430M
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.74M
3
+$1.72M
4
CIEN icon
Ciena
CIEN
+$612K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$368K

Top Sells

1
+$1.74M
2
+$620K
3
+$518K
4
AGN
Allergan plc
AGN
+$480K
5
TROW icon
T. Rowe Price
TROW
+$300K

Sector Composition

1 Healthcare 22.19%
2 Technology 21.57%
3 Financials 9.29%
4 Consumer Discretionary 8.39%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$84K 0.02%
11,300
152
$75K 0.02%
10,500
153
$62K 0.01%
3,088
154
$62K 0.01%
900
155
$57K 0.01%
21,500
156
$14K ﹤0.01%
20
157
– –
-2,075
158
– –
-8,730
159
– –
-3,075
160
– –
-2,711
3 4 5 6
7