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
$661M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.06M
3
+$1.49M
4
SBUX icon
Starbucks
SBUX
+$806K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$416K

Top Sells

1
+$13M
2
+$2.75M
3
+$1.4M
4
CRM icon
Salesforce
CRM
+$1.37M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Sector Composition

1 Healthcare 17.92%
2 Technology 14.64%
3 Financials 11.63%
4 Consumer Discretionary 5.63%
5 Consumer Staples 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$351K 0.05%
10,057
177
$351K 0.05%
4,715
178
$336K 0.05%
8,251
-375
179
$332K 0.05%
5,835
-295
180
$329K 0.05%
8,915
+1,387
181
$325K 0.05%
10,147
182
$324K 0.05%
2,975
183
$323K 0.05%
8,205
-225
184
$315K 0.05%
3,202
185
$296K 0.04%
4,855
-670
186
$292K 0.04%
4,629
187
$285K 0.04%
15,704
+5,400
188
$284K 0.04%
1,635
189
$282K 0.04%
5,596
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190
$281K 0.04%
3,372
191
$280K 0.04%
+500
192
$271K 0.04%
1,170
193
$264K 0.04%
20,000
194
$253K 0.04%
5,430
195
$250K 0.04%
22,000
196
$242K 0.04%
6,469
-328
197
$235K 0.04%
614
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198
$234K 0.04%
2,334
199
$230K 0.03%
6,982
-519
200
$214K 0.03%
+1,575
6 7
8
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