HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $961M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$661M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Sells

1 +$12.9M
2 +$2.75M
3 +$1.44M
4
SHW icon
Sherwin-Williams
SHW
+$1.33M
5
CRM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-5,550
227
-10,816