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
176
$32K 0.01%
900
177
-2,146
178
-4,617