HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
1-Year Return
16.24%
This Quarter Return
+10.35%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$661M
AUM Growth
+$38.1M
(+6.1%)
Cap. Flow
-$15.7M
Cap. Flow
% of AUM
-2.38%
Top 10 Holdings %
Top 10 Hldgs %
30.33%
Holding
230
New
13
Increased
71
Reduced
88
Closed
11
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$12.9M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.75M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.44M |
| 4 |
Sherwin-Williams
SHW
|
$1.33M |
| 5 |
Salesforce
CRM
|
$1.24M |
Sector Composition
| 1 | Healthcare | 17.92% |
| 2 | Technology | 14.64% |
| 3 | Financials | 11.63% |
| 4 | Consumer Discretionary | 5.63% |
| 5 | Consumer Staples | 5.34% |