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
$235M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$364K
2
+$229K
3
+$225K
4
META icon
Meta Platforms (Facebook)
META
+$220K
5
AXP icon
American Express
AXP
+$209K

Top Sells

1
+$292K
2
+$228K
3
+$218K
4
DE icon
Deere & Co
DE
+$205K
5
PSX icon
Phillips 66
PSX
+$111K

Sector Composition

1 Healthcare 19.32%
2 Technology 17.26%
3 Financials 15.68%
4 Energy 13.37%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 1.45%
18,824
-583
27
$3.38M 1.44%
127,117
+1,746
28
$3.33M 1.42%
64,269
+2,420
29
$3.3M 1.4%
13,689
-200
30
$3.19M 1.35%
159,286
+9,200
31
$3.06M 1.3%
33,545
+1,150
32
$2.94M 1.25%
41,561
+1,632
33
$2.84M 1.21%
38,922
-461
34
$2.81M 1.19%
54,951
+590
35
$2.8M 1.19%
49,259
+722
36
$2.63M 1.12%
14,350
+225
37
$2.51M 1.07%
64,820
+2,650
38
$2.31M 0.98%
30,850
-100
39
$2.17M 0.92%
20,560
-12
40
$2.17M 0.92%
57,246
+1,379
41
$2.16M 0.92%
28,667
+338
42
$2.11M 0.9%
27,770
+1,275
43
$2.06M 0.87%
81,628
+4,976
44
$1.77M 0.75%
20,515
-12
45
$1.71M 0.73%
7,215
-135
46
$1.65M 0.7%
20,249
-1,366
47
$1.63M 0.69%
55,795
+2,691
48
$1.56M 0.66%
80,731
+2,582
49
$1.39M 0.59%
18,606
+4,871
50
$1.3M 0.55%
15,229
+600
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