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
$235M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$364K
2
+$229K
3
+$225K
4
META icon
Meta Platforms (Facebook)
META
+$220K
5
AXP icon
American Express
AXP
+$209K

Top Sells

1
+$292K
2
+$228K
3
+$218K
4
DE icon
Deere & Co
DE
+$205K
5
PSX icon
Phillips 66
PSX
+$111K

Sector Composition

1 Healthcare 19.32%
2 Technology 17.26%
3 Financials 15.68%
4 Energy 13.37%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$536K 0.23%
7,173
+550
77
$535K 0.23%
10,105
+1,135
78
$519K 0.22%
19,290
+772
79
$506K 0.22%
5,689
+575
80
$493K 0.21%
7,558
-455
81
$491K 0.21%
11,253
+2,739
82
$491K 0.21%
9,229
+3,530
83
$432K 0.18%
6,662
+686
84
$424K 0.18%
10,865
-45
85
$419K 0.18%
4,966
-419
86
$407K 0.17%
8,175
87
$392K 0.17%
6,930
+1,600
88
$377K 0.16%
9,015
+825
89
$374K 0.16%
8,380
+1,510
90
$370K 0.16%
12,606
+1,557
91
$360K 0.15%
30,006
92
$348K 0.15%
3,918
-236
93
$347K 0.15%
1,900
+247
94
$341K 0.14%
6,336
95
$332K 0.14%
31,417
96
$322K 0.14%
2,858
+326
97
$305K 0.13%
8,550
-1,820
98
$303K 0.13%
4,200
99
$299K 0.13%
2,894
+313
100
$286K 0.12%
5,075
-475
2 3
4
5 6