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
$913M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$5.03M
3
+$4.64M
4
MELI icon
Mercado Libre
MELI
+$4.55M
5
NEE icon
NextEra Energy
NEE
+$2.84M

Top Sells

1
+$2.12M
2
+$2.03M
3
+$1.75M
4
KLAC icon
KLA
KLAC
+$1.6M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

1 Technology 23.66%
2 Healthcare 13.59%
3 Financials 13.49%
4 Consumer Discretionary 7.2%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$255K 0.03%
1,600
152
$252K 0.03%
1,500
153
$250K 0.03%
12,000
154
$250K 0.03%
+786
155
$246K 0.03%
2,451
156
$231K 0.03%
3,000
157
$228K 0.03%
+1,100
158
$225K 0.02%
6,625
159
$214K 0.02%
7,139
160
$210K 0.02%
6,600
161
$199K 0.02%
17,600
162
$147K 0.02%
16,000
163
$144K 0.02%
+10,000
164
$134K 0.01%
10,000
165
$125K 0.01%
10,500
166
$125K 0.01%
10,500
167
$120K 0.01%
10,450
168
$119K 0.01%
11,500
169
$113K 0.01%
+58,445
170
$108K 0.01%
23,000
171
$101K 0.01%
2,200
172
$80.4K 0.01%
10,500
173
$68.6K 0.01%
15,700
174
$60.6K 0.01%
12,000
175
$20.1K ﹤0.01%
13,150
4 5 6
7
8