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
$640M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.04M
3
+$590K
4
ENB icon
Enbridge
ENB
+$401K
5
CIEN icon
Ciena
CIEN
+$388K

Top Sells

1
+$3M
2
+$1.93M
3
+$748K
4
V icon
Visa
V
+$533K
5
NVDA icon
NVIDIA
NVDA
+$504K

Sector Composition

1 Technology 21.67%
2 Healthcare 21.41%
3 Financials 12.81%
4 Consumer Discretionary 8.53%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.27M 0.51%
67,788
-2,256
52
$3.15M 0.49%
5,555
-232
53
$3.03M 0.47%
58,866
-555
54
$2.93M 0.46%
17,889
-182
55
$2.89M 0.45%
33,132
-1,324
56
$2.87M 0.45%
11,000
57
$2.86M 0.45%
17,492
+2,072
58
$2.82M 0.44%
24,062
+750
59
$2.79M 0.44%
36,457
-961
60
$2.55M 0.4%
35,354
-155
61
$2.33M 0.36%
66,550
+1,950
62
$2.26M 0.35%
57,710
+10,248
63
$2.21M 0.35%
4,274
-160
64
$2.15M 0.34%
88,464
+3,811
65
$2.08M 0.33%
994
+21
66
$2.06M 0.32%
14,760
+110
67
$1.89M 0.29%
18,281
-145
68
$1.85M 0.29%
27,881
+27,326
69
$1.74M 0.27%
167,461
+1,875
70
$1.72M 0.27%
12,198
71
$1.64M 0.26%
17,602
-125
72
$1.6M 0.25%
7,945
-50
73
$1.53M 0.24%
11,432
-395
74
$1.52M 0.24%
7,568
-575
75
$1.51M 0.24%
13,381
+239
1 2
3
4 5