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
$769M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$4.57M
3
+$3.1M
4
BAC icon
Bank of America
BAC
+$2.04M
5
HD icon
Home Depot
HD
+$1.47M

Top Sells

1
+$33.9M
2
+$11.1M
3
+$4.66M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.72M
5
WMT icon
Walmart Inc
WMT
+$1.81M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.68%
3 Financials 12.21%
4 Consumer Discretionary 7.21%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$114K 0.01%
11,500
177
$105K 0.01%
10,500
178
$89.9K 0.01%
12,000
179
$49.2K 0.01%
12,000
180
$15.6K ﹤0.01%
13,150
181
$2.4K ﹤0.01%
14,000
+13,825
182
– –
-3,000
183
– –
-12,000
184
– –
-1,157
185
– –
-500
4 5 6 7
8