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
$321M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$628K
3
+$459K
4
GILD icon
Gilead Sciences
GILD
+$388K
5
META icon
Meta Platforms (Facebook)
META
+$380K

Top Sells

1
+$8.41M
2
+$1.26M
3
+$1.09M
4
LLY icon
Eli Lilly
LLY
+$949K
5
MDT icon
Medtronic
MDT
+$577K

Sector Composition

1 Healthcare 30.05%
2 Financials 20.26%
3 Technology 12.77%
4 Industrials 8.09%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.5%
33,668
-3,138
52
$1.54M 0.48%
23,771
-2,408
53
$1.5M 0.47%
35,000
-1,822
54
$1.46M 0.46%
71,451
-61,800
55
$1.45M 0.45%
20,315
+2,655
56
$1.45M 0.45%
33,795
+6,600
57
$1.42M 0.44%
37,360
+2,360
58
$1.42M 0.44%
8,722
-494
59
$1.41M 0.44%
11,290
+25
60
$1.4M 0.44%
25,000
61
$1.37M 0.43%
13,505
+3,830
62
$1.36M 0.42%
16,608
+120
63
$1.36M 0.42%
22,000
-5,000
64
$1.36M 0.42%
15,632
+2,625
65
$1.36M 0.42%
11,525
+1,305
66
$1.33M 0.42%
51,871
-7,575
67
$1.29M 0.4%
28,860
-900
68
$1.19M 0.37%
19,070
-300
69
$1.18M 0.37%
20,300
-2,050
70
$1.18M 0.37%
30,025
-1,525
71
$1.13M 0.35%
13,620
+3,930
72
$1.06M 0.33%
25,752
+2,097
73
$1.03M 0.32%
5,445
-125
74
$1.03M 0.32%
132,549
75
$1.02M 0.32%
41,011
+18,378
1 2
3
4 5