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
$432M
AUM Growth
+$38K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.53M
3
+$506K
4
VLO icon
Valero Energy
VLO
+$490K
5
INTC icon
Intel
INTC
+$452K

Top Sells

1
+$1.76M
2
+$1.48M
3
+$1.04M
4
ATRI
Atrion Corp
ATRI
+$767K
5
CHEF icon
Chefs' Warehouse
CHEF
+$603K

Sector Composition

1 Healthcare 23.65%
2 Technology 15.65%
3 Financials 11.12%
4 Communication Services 7.82%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.7M 5.72%
137,145
2
$18.1M 4.2%
130,470
-2,120
3
$16.1M 3.73%
148,026
-460
4
$14.3M 3.31%
61,640
-1,044
5
$10.8M 2.5%
37,007
-524
6
$10.3M 2.4%
87,909
+289
7
$9.04M 2.09%
161,432
-9,868
8
$8.48M 1.97%
30,704
+344
9
$8.37M 1.94%
61,071
+400
10
$7.48M 1.73%
123,850
+953
11
$7.43M 1.72%
19,540
-1,310
12
$7.37M 1.71%
65,921
+550
13
$7M 1.62%
349,166
-2,910
14
$6.76M 1.57%
110,920
-2,480
15
$6M 1.39%
33,668
-1,443
16
$5.99M 1.39%
116,262
+9,199
17
$5.84M 1.35%
44,816
-139
18
$5.75M 1.33%
19,384
-408
19
$5.66M 1.31%
25,606
+7,296
20
$5.55M 1.29%
162,804
-3,599
21
$5.46M 1.27%
44,354
-903
22
$5.38M 1.25%
119,370
+2,430
23
$5.33M 1.23%
182,687
+7,101
24
$5.32M 1.23%
107,677
-2,980
25
$5.07M 1.17%
23,313
+253
1
2 3 4 5