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
$904M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$15.9M
3
+$12.2M
4
CMG icon
Chipotle Mexican Grill
CMG
+$8.43M
5
GS icon
Goldman Sachs
GS
+$3.57M

Top Sells

1
+$14.5M
2
+$13.3M
3
+$5.6M
4
LLY icon
Eli Lilly
LLY
+$3.78M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.6M

Sector Composition

1 Technology 21.76%
2 Healthcare 17.14%
3 Financials 12.98%
4 Consumer Discretionary 7.46%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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