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
$235M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$364K
2
+$229K
3
+$225K
4
META icon
Meta Platforms (Facebook)
META
+$220K
5
AXP icon
American Express
AXP
+$209K

Top Sells

1
+$292K
2
+$228K
3
+$218K
4
DE icon
Deere & Co
DE
+$205K
5
PSX icon
Phillips 66
PSX
+$111K

Sector Composition

1 Healthcare 19.32%
2 Technology 17.26%
3 Financials 15.68%
4 Energy 13.37%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.55%
26,949
+3,231
52
$1.24M 0.53%
13,035
-1,065
53
$1.14M 0.48%
134,116
54
$1.08M 0.46%
10,889
+685
55
$1.07M 0.45%
11,125
-75
56
$1M 0.43%
7,625
-15
57
$997K 0.42%
58,418
58
$961K 0.41%
20,921
+2,552
59
$897K 0.38%
13,164
-28
60
$863K 0.37%
20,757
+455
61
$841K 0.36%
17,025
+2,215
62
$808K 0.34%
18,940
-473
63
$807K 0.34%
17,284
+395
64
$795K 0.34%
5,659
+375
65
$753K 0.32%
11,328
+596
66
$698K 0.3%
6,252
+25
67
$657K 0.28%
16,625
+1,800
68
$651K 0.28%
21,296
+2,040
69
$643K 0.27%
27,408
+732
70
$626K 0.27%
6,162
+925
71
$623K 0.26%
17,334
+4,413
72
$620K 0.26%
7,350
-775
73
$572K 0.24%
8,875
+125
74
$564K 0.24%
14,371
+452
75
$545K 0.23%
1,659
+42
1 2
3
4 5