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
$431M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$1.21M
3
+$972K
4
TFC icon
Truist Financial
TFC
+$711K
5
MTB icon
M&T Bank
MTB
+$633K

Top Sells

1
+$5.1M
2
+$1.81M
3
+$748K
4
WFC icon
Wells Fargo
WFC
+$712K
5
AVGO icon
Broadcom
AVGO
+$620K

Sector Composition

1 Healthcare 25.83%
2 Financials 18.38%
3 Technology 15.39%
4 Industrials 9.39%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.33M 1.24%
43,561
-527
27
$4.71M 1.09%
126,928
-892
28
$4.64M 1.08%
27,446
-480
29
$4.64M 1.08%
34,067
+107
30
$4.58M 1.06%
30,412
-440
31
$4.41M 1.02%
34,000
-766
32
$4.22M 0.98%
36,099
-919
33
$4.22M 0.98%
63,143
-196
34
$4.12M 0.95%
18,363
-400
35
$4.08M 0.95%
48,180
-1,170
36
$4.04M 0.94%
52,222
+962
37
$3.99M 0.92%
78,234
-1,415
38
$3.61M 0.84%
14,998
+82
39
$3.35M 0.78%
23,050
-130
40
$3.12M 0.72%
122,977
-2,066
41
$3.09M 0.72%
37,393
+145
42
$2.91M 0.67%
36,946
+7,283
43
$2.9M 0.67%
59,656
+14,648
44
$2.88M 0.67%
13,935
-430
45
$2.84M 0.66%
55,064
-1,750
46
$2.83M 0.66%
41,832
+121
47
$2.77M 0.64%
33,249
-1,225
48
$2.76M 0.64%
17,307
-518
49
$2.69M 0.62%
76,127
-8,835
50
$2.66M 0.62%
19,537
-115
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2
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