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
$321M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$607K
3
+$488K
4
GILD icon
Gilead Sciences
GILD
+$399K
5
META icon
Meta Platforms (Facebook)
META
+$373K

Top Sells

1
+$8.41M
2
+$1.24M
3
+$1.01M
4
LLY icon
Eli Lilly
LLY
+$934K
5
MDT icon
Medtronic
MDT
+$564K

Sector Composition

1 Healthcare 30.05%
2 Financials 13.17%
3 Technology 12.77%
4 Industrials 8.09%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.8M 5.54%
231,138
-7,495
2
$17.1M 5.33%
281,790
-18,000
3
$9.26M 2.89%
70,042
-944
4
$9.22M 2.87%
568,301
-2,299
5
$8.68M 2.71%
84,497
-1,282
6
$7.74M 2.41%
51,847
-608
7
$7.47M 2.33%
134,613
-2,776
8
$6.44M 2.01%
65,893
+1,155
9
$6.32M 1.97%
81,026
+944
10
$5.92M 1.85%
171,846
-2,072
11
$5.91M 1.84%
41,691
-25
12
$5.71M 1.78%
57,123
-430
13
$5.53M 1.72%
83,741
-333
14
$5.07M 1.58%
165,529
+5
15
$4.64M 1.45%
100,350
+720
16
$4.63M 1.44%
54,988
-11,260
17
$4.48M 1.4%
164,814
+426
18
$4.45M 1.39%
121,761
-8,650
19
$4.35M 1.36%
48,341
-2,248
20
$4.34M 1.35%
164,920
+40,408
21
$4.22M 1.32%
29,195
-780
22
$4.22M 1.31%
31,797
-694
23
$4.21M 1.31%
77,428
+188
24
$4.2M 1.31%
13,452
+950
25
$4.19M 1.31%
47,953
+370
1
2 3 4 5