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
$322M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$900K
3
+$566K
4
META icon
Meta Platforms (Facebook)
META
+$496K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$486K

Top Sells

1
+$1.54M
2
+$683K
3
+$474K
4
COP icon
ConocoPhillips
COP
+$347K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$346K

Sector Composition

1 Healthcare 27.44%
2 Financials 18.62%
3 Technology 13.62%
4 Industrials 8.45%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$502K 0.16%
4,430
+900
102
$495K 0.15%
12,279
+2,016
103
$488K 0.15%
4,445
+408
104
$487K 0.15%
5,489
+175
105
$473K 0.15%
3,750
+125
106
$459K 0.14%
8,951
-665
107
$442K 0.14%
30,006
108
$437K 0.14%
5,888
-25
109
$422K 0.13%
4,575
+1,239
110
$413K 0.13%
9,750
-75
111
$400K 0.12%
5,843
-425
112
$396K 0.12%
7,416
-1,769
113
$384K 0.12%
900
114
$378K 0.12%
6,734
+1,194
115
$376K 0.12%
7,500
-325
116
$372K 0.12%
10,050
+575
117
$372K 0.12%
11,771
-3,150
118
$351K 0.11%
4,527
+122
119
$350K 0.11%
11,397
-115
120
$335K 0.1%
10,112
+400
121
$320K 0.1%
10,820
+59
122
$317K 0.1%
3,936
+490
123
$314K 0.1%
9,535
+955
124
$306K 0.1%
3,150
-200
125
$292K 0.09%
9,800
2 3 4
5
6