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
$575M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$978K
3
+$645K
4
CIEN icon
Ciena
CIEN
+$570K
5
XOM icon
Exxon Mobil
XOM
+$373K

Top Sells

1
+$3.75M
2
+$3M
3
+$2.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.77M
5
RMD icon
ResMed
RMD
+$1.91M

Sector Composition

1 Healthcare 21.11%
2 Technology 20.53%
3 Financials 9.81%
4 Communication Services 9.1%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.04%
1,101
-84
152
$243K 0.04%
5,139
+217
153
$234K 0.04%
3,970
154
$231K 0.04%
588
155
$222K 0.04%
6,950
156
$217K 0.04%
1,625
157
$213K 0.04%
+2,969
158
$208K 0.04%
2,851
-450
159
$208K 0.04%
3,650
160
$206K 0.04%
8,930
-3,550
161
$204K 0.04%
+2,972
162
$204K 0.04%
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163
$203K 0.04%
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164
$203K 0.04%
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165
$202K 0.04%
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166
$200K 0.03%
+2,463
167
$188K 0.03%
10,500
168
$181K 0.03%
10,500
169
$179K 0.03%
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170
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11,500
171
$171K 0.03%
12,500
172
$142K 0.02%
10,500
173
$120K 0.02%
11,300
174
$118K 0.02%
10,816
-1,482
175
$93K 0.02%
3,088
4 5 6
7
8