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
$640M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.04M
3
+$590K
4
ENB icon
Enbridge
ENB
+$401K
5
CIEN icon
Ciena
CIEN
+$388K

Top Sells

1
+$3M
2
+$1.93M
3
+$748K
4
V icon
Visa
V
+$533K
5
NVDA icon
NVIDIA
NVDA
+$504K

Sector Composition

1 Technology 21.67%
2 Healthcare 21.41%
3 Financials 12.81%
4 Consumer Discretionary 8.53%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.95M 1.09%
44,874
+432
27
$6.79M 1.06%
180,655
+1,077
28
$6.64M 1.04%
13,981
-21
29
$6.51M 1.02%
22,252
+93
30
$6.34M 0.99%
17,137
+112
31
$6.32M 0.99%
37,896
-1,015
32
$6.16M 0.96%
29,028
+1,332
33
$6.03M 0.94%
116,055
-1,549
34
$5.95M 0.93%
27,461
-2,461
35
$5.46M 0.85%
89,286
+2,281
36
$5.26M 0.82%
53,593
+760
37
$5.26M 0.82%
104,430
-8,211
38
$5.17M 0.81%
21,926
-70
39
$5.01M 0.78%
24,010
-551
40
$4.99M 0.78%
29,625
+1,230
41
$4.92M 0.77%
19,031
+887
42
$4.72M 0.74%
61,290
+5,043
43
$4.55M 0.71%
22,621
-414
44
$4.52M 0.71%
18,336
-615
45
$4.49M 0.7%
38,404
+266
46
$4.43M 0.69%
171,756
+175
47
$4.36M 0.68%
25,487
-245
48
$4.27M 0.67%
40,676
+779
49
$4.21M 0.66%
66,436
-2,099
50
$3.88M 0.61%
125,287
-329
1
2
3 4 5