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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
$464M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$653K
3
+$516K
4
AFSI.PRE
AmTrust Financial Services, Inc.
AFSI.PRE
+$417K
5
NEE icon
NextEra Energy
NEE
+$361K

Top Sells

1
+$1.53M
2
+$434K
3
+$364K
4
ATRI
Atrion Corp
ATRI
+$319K
5
INTC icon
Intel
INTC
+$292K

Sector Composition

1 Healthcare 22.51%
2 Technology 22.12%
3 Consumer Discretionary 8.94%
4 Communication Services 8.56%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-10,500
152
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153
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-11,000
154
– –
-4,675
155
– –
-6,194
156
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-11,300
157
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-3,088
158
– –
-7,849
159
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-500
160
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-21,500
3 4 5 6
7