HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+4.32%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$386M
AUM Growth
+$386M
(+6.3%)
Cap. Flow
+$6.17M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
31.94%
Holding
156
New
5
Increased
53
Reduced
66
Closed
3
Top Buys
| 1 |
PepsiCo
PEP
|
$1.94M |
| 2 |
Apple
AAPL
|
$1.7M |
| 3 |
Broadcom
AVGO
|
$1.46M |
| 4 |
Boeing
BA
|
$1.26M |
| 5 |
PCN
PIMCO Corporate & Income Strategy Fund
PCN
|
$982K |
Top Sells
| 1 |
GE Aerospace
GE
|
$862K |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$811K |
| 3 |
Intuitive Surgical
ISRG
|
$628K |
| 4 |
Intel
INTC
|
$621K |
| 5 |
CVS Health
CVS
|
$344K |
Sector Composition
| 1 | Healthcare | 23.83% |
| 2 | Financials | 20.66% |
| 3 | Technology | 13.3% |
| 4 | Industrials | 9.6% |
| 5 | Consumer Staples | 6.8% |
