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
$321M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$628K
3
+$459K
4
GILD icon
Gilead Sciences
GILD
+$388K
5
META icon
Meta Platforms (Facebook)
META
+$380K

Top Sells

1
+$8.41M
2
+$1.26M
3
+$1.09M
4
LLY icon
Eli Lilly
LLY
+$949K
5
MDT icon
Medtronic
MDT
+$577K

Sector Composition

1 Healthcare 30.05%
2 Financials 20.26%
3 Technology 12.77%
4 Industrials 8.09%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$569K 0.18%
10,260
+770
102
$553K 0.17%
5,963
-150
103
$541K 0.17%
2,490
-25
104
$537K 0.17%
10,736
-2,749
105
$524K 0.16%
11,203
106
$518K 0.16%
5,885
+1,620
107
$515K 0.16%
15,646
+100
108
$506K 0.16%
3,975
109
$494K 0.15%
15,515
+4,430
110
$488K 0.15%
7,436
-1,300
111
$484K 0.15%
10,575
-2,470
112
$465K 0.15%
4,950
+2,025
113
$444K 0.14%
6,663
-350
114
$409K 0.13%
14,512
-266
115
$405K 0.13%
30,006
116
$402K 0.13%
5,914
-380
117
$395K 0.12%
4,075
-100
118
$345K 0.11%
13,410
+1,315
119
$336K 0.1%
12,770
-2,728
120
$333K 0.1%
6,420
+1,405
121
$320K 0.1%
6,871
+1,329
122
$309K 0.1%
3,131
-52
123
$307K 0.1%
3,265
-115
124
$298K 0.09%
4,905
125
$270K 0.08%
12,894
3 4
5
6 7