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
$642M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$1.99M
3
+$965K
4
KLAC icon
KLA
KLAC
+$923K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$911K

Top Sells

1
+$1.24M
2
+$1.22M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.09M
5
NKE icon
Nike
NKE
+$1.08M

Sector Composition

1 Healthcare 16.28%
2 Technology 14.73%
3 Financials 10.22%
4 Consumer Discretionary 5.37%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$240K 0.04%
2,521
177
$225K 0.04%
3,736
178
$223K 0.03%
2,022
+200
179
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+1,245
180
$215K 0.03%
5,353
-548
181
$213K 0.03%
+1,575
182
$213K 0.03%
3,372
+3
183
$211K 0.03%
+5,153
184
$210K 0.03%
+5,710
185
$209K 0.03%
+2,613
186
$202K 0.03%
3,081
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187
$195K 0.03%
10,304
188
$164K 0.03%
15,006
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189
$143K 0.02%
6,050
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190
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13,000
+500
191
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14,900
192
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10,500
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193
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194
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195
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14,300
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196
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10,500
197
$124K 0.02%
10,500
198
$118K 0.02%
10,816
199
$111K 0.02%
10,000
200
$76K 0.01%
3,838
5 6 7
8
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