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
$321M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$628K
3
+$459K
4
GILD icon
Gilead Sciences
GILD
+$388K
5
META icon
Meta Platforms (Facebook)
META
+$380K

Top Sells

1
+$8.41M
2
+$1.26M
3
+$1.09M
4
LLY icon
Eli Lilly
LLY
+$949K
5
MDT icon
Medtronic
MDT
+$577K

Sector Composition

1 Healthcare 30.05%
2 Financials 20.26%
3 Technology 12.77%
4 Industrials 8.09%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 1.31%
47,953
+370
27
$3.89M 1.21%
56,755
-7,605
28
$3.69M 1.15%
53,711
-1,072
29
$3.63M 1.13%
45,729
-1,999
30
$3.58M 1.12%
213,008
-599
31
$3.35M 1.05%
66,533
+551
32
$3.06M 0.95%
42,044
+647
33
$2.99M 0.93%
16,610
+300
34
$2.88M 0.9%
110,795
+56
35
$2.83M 0.88%
68,735
-1,250
36
$2.72M 0.85%
32,122
-250
37
$2.64M 0.82%
61,445
-725
38
$2.56M 0.8%
24,629
+37
39
$2.47M 0.77%
23,503
+1,660
40
$2.45M 0.76%
52,443
-3,075
41
$2.17M 0.68%
118,698
+2,152
42
$2.16M 0.67%
55,650
+3,750
43
$2.14M 0.67%
35,545
-1,821
44
$2.03M 0.63%
59,625
-8,774
45
$2M 0.62%
19,123
+3,635
46
$1.93M 0.6%
21,655
+125
47
$1.9M 0.59%
46,325
-249
48
$1.78M 0.55%
13,530
-519
49
$1.67M 0.52%
27,825
+3,220
50
$1.64M 0.51%
17,212
-625
1
2
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