HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $772M
1-Year Est. Return 25.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$738M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.65M
3
+$2.42M
4
GTLS icon
Chart Industries
GTLS
+$1.58M
5
SBUX icon
Starbucks
SBUX
+$1.22M

Top Sells

1
+$6.08M
2
+$5.87M
3
+$3.46M
4
WMT icon
Walmart Inc
WMT
+$3.25M
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$2.64M

Sector Composition

1 Technology 20.12%
2 Healthcare 15.78%
3 Financials 9.83%
4 Consumer Discretionary 6.42%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-6,308
202
– –
-12,599
203
– –
-13,748
204
– –
-16,938
205
– –
-5,906
206
– –
-17,419
207
– –
-13,150
208
– –
-4,098
209
– –
-8,105
210
– –
-12,000
211
– –
-27,318
5 6 7 8
9