HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+3.74%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$244M
AUM Growth
+$244M
(+3.8%)
Cap. Flow
+$1.91M
Cap. Flow
% of AUM
0.78%
Top 10 Holdings %
Top 10 Hldgs %
29.91%
Holding
135
New
2
Increased
61
Reduced
45
Closed
9
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$659K |
| 2 |
Toronto Dominion Bank
TD
|
$412K |
| 3 |
Qualcomm
QCOM
|
$341K |
| 4 |
Enterprise Products Partners
EPD
|
$292K |
| 5 |
MetLife
MET
|
$275K |
Top Sells
| 1 |
Sanofi
SNY
|
$286K |
| 2 |
APC
Anadarko Petroleum
APC
|
$269K |
| 3 |
Nabors Industries
NBR
|
$251K |
| 4 |
IBM
IBM
|
$249K |
| 5 |
Consolidated Edison
ED
|
$235K |
Sector Composition
| 1 | Healthcare | 19.76% |
| 2 | Technology | 17.57% |
| 3 | Financials | 16.66% |
| 4 | Energy | 11.31% |
| 5 | Consumer Staples | 10.37% |
