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
$413M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$533K
3
+$428K
4
CTRA icon
Coterra Energy
CTRA
+$364K
5
IYW icon
iShares US Technology ETF
IYW
+$355K

Top Sells

1
+$3.16M
2
+$2.88M
3
+$2.63M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.48M
5
BA icon
Boeing
BA
+$2.32M

Sector Composition

1 Healthcare 24.89%
2 Financials 16.34%
3 Technology 16.08%
4 Communication Services 8.27%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.65M 0.64%
35,706
-5,804
52
$2.28M 0.55%
45,179
-16,914
53
$2.25M 0.55%
18,902
-5,065
54
$2.24M 0.54%
12,306
-4,478
55
$2.23M 0.54%
18,201
-6,970
56
$2.15M 0.52%
90,697
-6,042
57
$2.09M 0.51%
11,004
-4,062
58
$1.97M 0.48%
10,868
-1,215
59
$1.87M 0.45%
27,975
-7,475
60
$1.81M 0.44%
16,840
-4,201
61
$1.81M 0.44%
54,612
-14,543
62
$1.76M 0.43%
48,544
-1,366
63
$1.75M 0.42%
18,150
+360
64
$1.74M 0.42%
96,367
-843
65
$1.74M 0.42%
9,503
-4,623
66
$1.72M 0.42%
21,501
-1,575
67
$1.72M 0.42%
25,088
-5,934
68
$1.65M 0.4%
12,237
-1,932
69
$1.61M 0.39%
38,085
-2,220
70
$1.55M 0.38%
33,405
-6,886
71
$1.53M 0.37%
10,947
-2,717
72
$1.37M 0.33%
14,433
-5,973
73
$1.36M 0.33%
16,259
-3,728
74
$1.33M 0.32%
24,661
-4,865
75
$1.33M 0.32%
26,594
+5,888
1 2
3
4 5