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
$640M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$989K
3
+$582K
4
ENB icon
Enbridge
ENB
+$411K
5
CTRA icon
Coterra Energy
CTRA
+$383K

Top Sells

1
+$3M
2
+$1.93M
3
+$721K
4
V icon
Visa
V
+$528K
5
NVDA icon
NVIDIA
NVDA
+$472K

Sector Composition

1 Technology 21.67%
2 Healthcare 21.41%
3 Financials 12.81%
4 Consumer Discretionary 8.53%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$174K 0.03%
11,500
177
$160K 0.03%
12,500
178
$150K 0.02%
+10,000
179
$148K 0.02%
13,800
+2,500
180
$147K 0.02%
10,500
181
$118K 0.02%
10,816
182
$89K 0.01%
3,838
+750
183
$21K ﹤0.01%
+13,150
184
$20K ﹤0.01%
900
185
– –
-4,860
186
– –
-33,204
187
– –
-140,000
188
– –
-3,650
189
– –
-6,950
4 5 6 7
8