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
$321M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$628K
3
+$459K
4
GILD icon
Gilead Sciences
GILD
+$388K
5
META icon
Meta Platforms (Facebook)
META
+$380K

Top Sells

1
+$8.41M
2
+$1.26M
3
+$1.09M
4
LLY icon
Eli Lilly
LLY
+$949K
5
MDT icon
Medtronic
MDT
+$577K

Sector Composition

1 Healthcare 30.05%
2 Financials 20.26%
3 Technology 12.77%
4 Industrials 8.09%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$973K 0.3%
8,125
+1,150
77
$955K 0.3%
7,745
+5,095
78
$953K 0.3%
2,500
-500
79
$921K 0.29%
3,970
-350
80
$916K 0.29%
13,749
-225
81
$895K 0.28%
6,005
+1,025
82
$894K 0.28%
12,516
+750
83
$891K 0.28%
31,480
+4,415
84
$867K 0.27%
12,265
-125
85
$839K 0.26%
7,015
-525
86
$823K 0.26%
24,105
-450
87
$792K 0.25%
57,878
-100
88
$763K 0.24%
12,623
-2,304
89
$738K 0.23%
16,424
-300
90
$730K 0.23%
9,600
-100
91
$691K 0.22%
9,615
+4,475
92
$682K 0.21%
12,640
+1,175
93
$670K 0.21%
7,915
-600
94
$667K 0.21%
77,055
+7,380
95
$652K 0.2%
15,275
-50
96
$639K 0.2%
24,616
-2,796
97
$635K 0.2%
8,231
-853
98
$586K 0.18%
4,960
-1,125
99
$582K 0.18%
10,070
+5,845
100
$575K 0.18%
14,720
+745
2 3
4
5 6