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
$524M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$2.25M
3
+$1.15M
4
MS icon
Morgan Stanley
MS
+$497K
5
TROW icon
T. Rowe Price
TROW
+$466K

Top Sells

1
+$1.88M
2
+$942K
3
+$838K
4
TFC icon
Truist Financial
TFC
+$734K
5
NVDA icon
NVIDIA
NVDA
+$729K

Sector Composition

1 Healthcare 21.93%
2 Technology 20.73%
3 Financials 12.91%
4 Communication Services 8.7%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.55M 0.3%
55,900
+11,800
77
$1.51M 0.29%
7,058
+150
78
$1.51M 0.29%
18,809
-180
79
$1.49M 0.28%
21,856
-500
80
$1.41M 0.27%
11,717
+293
81
$1.32M 0.25%
17,752
-400
82
$1.24M 0.24%
25,778
-15,313
83
$1.23M 0.23%
9,450
-125
84
$1.17M 0.22%
16,403
-13,177
85
$1.07M 0.2%
12,468
+338
86
$1.06M 0.2%
898
+22
87
$1.03M 0.2%
24,250
-2,519
88
$1.02M 0.19%
28,312
-250
89
$1M 0.19%
3,792
-25
90
$966K 0.18%
7,592
-375
91
$926K 0.18%
3,040
92
$872K 0.17%
12,467
+4,745
93
$810K 0.15%
13,900
+100
94
$804K 0.15%
8,509
+38
95
$789K 0.15%
5,125
-105
96
$767K 0.15%
47,142
+7,715
97
$755K 0.14%
10,350
+25
98
$740K 0.14%
4,064
-65
99
$700K 0.13%
3,045
100
$662K 0.13%
3,245
2 3
4
5 6