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
$640M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.04M
3
+$590K
4
ENB icon
Enbridge
ENB
+$401K
5
CIEN icon
Ciena
CIEN
+$388K

Top Sells

1
+$3M
2
+$1.93M
3
+$748K
4
V icon
Visa
V
+$533K
5
NVDA icon
NVIDIA
NVDA
+$504K

Sector Composition

1 Technology 21.67%
2 Healthcare 21.41%
3 Financials 12.81%
4 Consumer Discretionary 8.53%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.23%
15,693
-933
77
$1.43M 0.22%
22,868
-100
78
$1.41M 0.22%
3,977
-260
79
$1.41M 0.22%
5,243
-375
80
$1.35M 0.21%
71,172
+18,356
81
$1.29M 0.2%
8,063
+6,480
82
$1.25M 0.19%
21,433
-75
83
$1.13M 0.18%
8,707
-352
84
$1.12M 0.17%
60,167
-19,462
85
$1.11M 0.17%
2,897
86
$1.07M 0.17%
18,450
-300
87
$1.06M 0.17%
24,791
+965
88
$1.04M 0.16%
13,524
+1,223
89
$1.03M 0.16%
12,010
-974
90
$1.03M 0.16%
2,665
91
$985K 0.15%
12,535
-597
92
$920K 0.14%
25,441
+215
93
$914K 0.14%
24,562
-1,495
94
$896K 0.14%
11,065
+1,585
95
$895K 0.14%
6,180
+100
96
$859K 0.13%
7,637
-57
97
$856K 0.13%
8,150
98
$828K 0.13%
4,006
-126
99
$793K 0.12%
4,102
-160
100
$792K 0.12%
3,210
+200
2 3
4
5 6