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
$322M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$900K
3
+$566K
4
META icon
Meta Platforms (Facebook)
META
+$496K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$486K

Top Sells

1
+$1.54M
2
+$683K
3
+$474K
4
COP icon
ConocoPhillips
COP
+$347K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$346K

Sector Composition

1 Healthcare 27.44%
2 Financials 18.62%
3 Technology 13.62%
4 Industrials 8.45%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.57%
11,991
+157
52
$1.81M 0.56%
34,445
+5,025
53
$1.8M 0.56%
16,626
+2,240
54
$1.8M 0.56%
13,245
+440
55
$1.8M 0.56%
36,778
-1,199
56
$1.7M 0.53%
70,662
+93
57
$1.66M 0.52%
48,444
+2,532
58
$1.63M 0.51%
29,822
-224
59
$1.59M 0.49%
17,662
+350
60
$1.56M 0.49%
34,873
-2,428
61
$1.56M 0.49%
11,549
+862
62
$1.52M 0.47%
14,508
+2,586
63
$1.51M 0.47%
19,130
+645
64
$1.47M 0.46%
8,789
+326
65
$1.44M 0.45%
21,610
-2,093
66
$1.37M 0.43%
17,161
+2,205
67
$1.29M 0.4%
15,989
+84
68
$1.26M 0.39%
19,915
-20
69
$1.24M 0.38%
17,662
+3,542
70
$1.14M 0.36%
24,584
+313
71
$1.14M 0.36%
14,373
-1,225
72
$1.13M 0.35%
14,575
-750
73
$1.1M 0.34%
5,135
-20
74
$1.08M 0.34%
24,660
-900
75
$1.04M 0.32%
23,505
-195
1 2
3
4 5