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
$623M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.95M
3
+$5.54M
4
MSFT icon
Microsoft
MSFT
+$1.88M
5
INTC icon
Intel
INTC
+$1.62M

Top Sells

1
+$5.97M
2
+$4.03M
3
+$1.28M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$704K
5
SBUX icon
Starbucks
SBUX
+$675K

Sector Composition

1 Healthcare 16.96%
2 Technology 14.73%
3 Financials 10.58%
4 Consumer Discretionary 5.74%
5 Consumer Staples 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$430K 0.07%
+7,380
152
$423K 0.07%
3,483
153
$422K 0.07%
8,906
+1,910
154
$419K 0.07%
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-208
155
$418K 0.07%
7,184
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156
$404K 0.06%
7,631
-300
157
$403K 0.06%
6,051
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$402K 0.06%
7,178
159
$401K 0.06%
6,267
-365
160
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6,093
-324
161
$392K 0.06%
6,975
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162
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+8,149
163
$388K 0.06%
13,535
-150
164
$385K 0.06%
3,212
165
$379K 0.06%
2,018
166
$375K 0.06%
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167
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168
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170
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3,202
171
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4,715
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172
$319K 0.05%
5,252
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173
$318K 0.05%
+10,147
174
$312K 0.05%
2,975
175
$305K 0.05%
6,130
-200
5 6
7
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