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
$883M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.51M
3
+$1.21M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$952K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$945K

Top Sells

1
+$5.64M
2
+$3.26M
3
+$1.22M
4
CIEN icon
Ciena
CIEN
+$1.11M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 22.24%
2 Healthcare 16.04%
3 Financials 13.59%
4 Industrials 7.17%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$67.7K 0.01%
12,000
177
$16.8K ﹤0.01%
13,150
178
– –
-2,250
179
– –
-3,500
180
– –
-2,494
181
– –
-28,000
182
– –
-1,164
183
– –
-11,175
4 5 6 7
8