HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+11.86%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$913M
AUM Growth
+$913M
(+9.1%)
Cap. Flow
+$4.96M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
36.87%
Holding
180
New
11
Increased
29
Reduced
85
Closed
5
Top Buys
1 |
Netflix
NFLX
|
$5.96M |
2 |
ServiceNow
NOW
|
$5.63M |
3 |
Mercado Libre
MELI
|
$5.09M |
4 |
Take-Two Interactive
TTWO
|
$5M |
5 |
Rockwell Automation
ROK
|
$3.09M |
Top Sells
1 |
CSX Corp
CSX
|
$2.3M |
2 |
United Rentals
URI
|
$1.97M |
3 |
KLA
KLAC
|
$1.9M |
4 |
JPMorgan Chase
JPM
|
$1.76M |
5 |
UnitedHealth
UNH
|
$1.66M |
Sector Composition
1 | Technology | 23.66% |
2 | Healthcare | 13.59% |
3 | Financials | 13.49% |
4 | Consumer Discretionary | 7.2% |
5 | Industrials | 7.05% |