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
$524M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$2.25M
3
+$1.15M
4
MS icon
Morgan Stanley
MS
+$497K
5
TROW icon
T. Rowe Price
TROW
+$466K

Top Sells

1
+$1.88M
2
+$942K
3
+$838K
4
TFC icon
Truist Financial
TFC
+$734K
5
NVDA icon
NVIDIA
NVDA
+$729K

Sector Composition

1 Healthcare 21.93%
2 Technology 20.73%
3 Financials 12.91%
4 Communication Services 8.7%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.21M 1.18%
17,250
+398
27
$6.21M 1.18%
118,410
+802
28
$6.18M 1.18%
203,948
+2,332
29
$6.04M 1.15%
335,805
+6,739
30
$5.79M 1.1%
23,631
+219
31
$5.69M 1.08%
188,052
+37,920
32
$5.67M 1.08%
48,455
+200
33
$5.64M 1.08%
26,529
+836
34
$5.57M 1.06%
24,810
+352
35
$5.57M 1.06%
20,905
+106
36
$5.48M 1.05%
34,840
-205
37
$5.24M 1%
142,441
-9,368
38
$4.89M 0.93%
23,264
+1,065
39
$4.21M 0.8%
94,081
-3,462
40
$4.15M 0.79%
53,121
-133
41
$4.12M 0.78%
23,352
-1,020
42
$4.11M 0.78%
85,557
+2,145
43
$3.92M 0.75%
27,630
-515
44
$3.9M 0.74%
15,009
+1,665
45
$3.77M 0.72%
41,127
-826
46
$3.6M 0.69%
72,299
-6,310
47
$3.58M 0.68%
25,739
-500
48
$3.5M 0.67%
32,732
+306
49
$3.39M 0.65%
49,430
+7,260
50
$3.2M 0.61%
20,426
-5,354
1
2
3 4 5