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
$322M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$900K
3
+$566K
4
META icon
Meta Platforms (Facebook)
META
+$496K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$486K

Top Sells

1
+$1.54M
2
+$683K
3
+$474K
4
COP icon
ConocoPhillips
COP
+$347K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$346K

Sector Composition

1 Healthcare 27.44%
2 Financials 18.62%
3 Technology 13.62%
4 Industrials 8.45%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 1.19%
64,400
+828
27
$3.77M 1.17%
42,065
+410
28
$3.73M 1.16%
52,899
+1,773
29
$3.4M 1.06%
26,506
+3,868
30
$3.3M 1.02%
107,466
-309
31
$2.91M 0.9%
31,347
+2,137
32
$2.91M 0.9%
72,877
+2,697
33
$2.87M 0.89%
12,477
-365
34
$2.8M 0.87%
70,800
+12,300
35
$2.78M 0.86%
31,517
+250
36
$2.72M 0.84%
21,623
+367
37
$2.71M 0.84%
114,529
+722
38
$2.63M 0.82%
25,166
+1,100
39
$2.59M 0.8%
66,640
+10,140
40
$2.56M 0.79%
47,377
-2,237
41
$2.55M 0.79%
15,793
-469
42
$2.35M 0.73%
150,179
-30,299
43
$2.31M 0.72%
53,980
+5,568
44
$2.22M 0.69%
15,834
+10,790
45
$2.13M 0.66%
48,713
+2,798
46
$2.06M 0.64%
22,429
+1,294
47
$2M 0.62%
29,430
+63
48
$1.96M 0.61%
113,770
+13,730
49
$1.95M 0.61%
35,995
+2,415
50
$1.94M 0.6%
23,995
+2,930
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