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
$431M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$1.21M
3
+$972K
4
TFC icon
Truist Financial
TFC
+$711K
5
MTB icon
M&T Bank
MTB
+$633K

Top Sells

1
+$5.1M
2
+$1.81M
3
+$748K
4
WFC icon
Wells Fargo
WFC
+$712K
5
AVGO icon
Broadcom
AVGO
+$620K

Sector Composition

1 Healthcare 25.83%
2 Financials 18.38%
3 Technology 15.39%
4 Industrials 9.39%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.61%
47,953
-137
52
$2.47M 0.57%
11,897
-269
53
$2.4M 0.56%
65,582
-300
54
$2.37M 0.55%
29,670
+600
55
$2.32M 0.54%
15,989
-5,148
56
$2.24M 0.52%
90,807
-23,121
57
$2.15M 0.5%
68,799
-1,809
58
$2.06M 0.48%
26,876
-336
59
$2M 0.46%
18,322
+2,445
60
$2M 0.46%
27,330
-425
61
$1.99M 0.46%
35,080
-3,495
62
$1.96M 0.45%
21,898
-5
63
$1.92M 0.45%
14,398
-1,600
64
$1.9M 0.44%
16,867
-675
65
$1.88M 0.44%
58,113
+2,263
66
$1.83M 0.42%
19,243
-700
67
$1.75M 0.4%
37,490
+483
68
$1.68M 0.39%
22,876
69
$1.68M 0.39%
11,605
-157
70
$1.66M 0.38%
17,230
+12,569
71
$1.66M 0.38%
17,718
+100
72
$1.62M 0.38%
26,057
-371
73
$1.61M 0.37%
5,072
-75
74
$1.55M 0.36%
15,119
+183
75
$1.53M 0.36%
15,737
+295
1 2
3
4 5