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
$322M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$900K
3
+$566K
4
META icon
Meta Platforms (Facebook)
META
+$496K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$486K

Top Sells

1
+$1.54M
2
+$683K
3
+$474K
4
COP icon
ConocoPhillips
COP
+$347K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$346K

Sector Composition

1 Healthcare 27.44%
2 Financials 18.62%
3 Technology 13.62%
4 Industrials 8.45%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.32%
15,182
+1,766
77
$1.01M 0.31%
4,216
+50
78
$995K 0.31%
22,895
-7,990
79
$966K 0.3%
121,929
-80
80
$937K 0.29%
11,750
81
$860K 0.27%
24,887
+500
82
$857K 0.27%
4,904
-481
83
$815K 0.25%
14,552
+947
84
$801K 0.25%
9,049
+625
85
$736K 0.23%
5,150
86
$733K 0.23%
10,951
+200
87
$720K 0.22%
22,450
-240
88
$705K 0.22%
13,300
-125
89
$692K 0.21%
22,612
-1,116
90
$680K 0.21%
41,978
+15,812
91
$666K 0.21%
15,749
92
$657K 0.2%
10,271
-24,007
93
$650K 0.2%
15,150
-150
94
$644K 0.2%
5,373
-90
95
$634K 0.2%
8,785
-40
96
$622K 0.19%
61,161
-7,329
97
$622K 0.19%
9,928
+843
98
$566K 0.18%
4,905
99
$552K 0.17%
13,937
-2,402
100
$510K 0.16%
4,589
+834
2 3
4
5 6