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
$524M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$2.25M
3
+$1.15M
4
MS icon
Morgan Stanley
MS
+$497K
5
TROW icon
T. Rowe Price
TROW
+$466K

Top Sells

1
+$1.88M
2
+$942K
3
+$838K
4
TFC icon
Truist Financial
TFC
+$734K
5
NVDA icon
NVIDIA
NVDA
+$729K

Sector Composition

1 Healthcare 21.93%
2 Technology 20.73%
3 Financials 12.91%
4 Communication Services 8.7%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.06M 0.58%
21,336
+545
52
$2.88M 0.55%
8,117
+245
53
$2.74M 0.52%
42,300
-750
54
$2.73M 0.52%
7,260
+161
55
$2.69M 0.51%
65,338
+7,756
56
$2.61M 0.5%
140,000
57
$2.44M 0.47%
24,499
+430
58
$2.33M 0.44%
27,558
-2,098
59
$2.33M 0.44%
5,538
+8
60
$2.25M 0.43%
+7,187
61
$2.21M 0.42%
10,305
-525
62
$1.98M 0.38%
53,267
+1,567
63
$1.98M 0.38%
63,062
+1,411
64
$1.98M 0.38%
37,446
+7,170
65
$1.88M 0.36%
79,768
+751
66
$1.86M 0.36%
46,621
+5,460
67
$1.86M 0.35%
31,797
-1,060
68
$1.83M 0.35%
84,204
-625
69
$1.83M 0.35%
57,127
-15,857
70
$1.77M 0.34%
22,945
+1,833
71
$1.68M 0.32%
14,425
-776
72
$1.65M 0.31%
11,058
-35
73
$1.63M 0.31%
14,868
-435
74
$1.61M 0.31%
26,003
-300
75
$1.56M 0.3%
140,436
+16,050
1 2
3
4 5