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
$431M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$1.21M
3
+$972K
4
TFC icon
Truist Financial
TFC
+$711K
5
MTB icon
M&T Bank
MTB
+$633K

Top Sells

1
+$5.1M
2
+$1.81M
3
+$748K
4
WFC icon
Wells Fargo
WFC
+$712K
5
AVGO icon
Broadcom
AVGO
+$620K

Sector Composition

1 Healthcare 25.83%
2 Financials 18.38%
3 Technology 15.39%
4 Industrials 9.39%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.33%
20,146
+610
77
$1.43M 0.33%
108,320
78
$1.38M 0.32%
3,995
-185
79
$1.35M 0.31%
22,185
-1,287
80
$1.3M 0.3%
11,425
-80
81
$1.29M 0.3%
11,630
-500
82
$1.25M 0.29%
30,824
-1,025
83
$1.05M 0.24%
19,470
+56
84
$1.03M 0.24%
6,822
-42
85
$1.02M 0.24%
22,685
+305
86
$972K 0.23%
+6,475
87
$922K 0.21%
27,932
-2,290
88
$905K 0.21%
5,410
89
$895K 0.21%
5,441
+3,846
90
$875K 0.2%
11,718
-15
91
$864K 0.2%
9,818
-342
92
$848K 0.2%
4,451
+2,301
93
$808K 0.19%
18,814
-2,453
94
$805K 0.19%
19,216
+4
95
$790K 0.18%
15,032
-13,549
96
$760K 0.18%
4,984
-500
97
$677K 0.16%
3,750
+200
98
$674K 0.16%
23,045
-336
99
$670K 0.16%
24,634
+1,496
100
$657K 0.15%
14,915
-1,172
2 3
4
5 6