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
$431M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$1.21M
3
+$972K
4
TFC icon
Truist Financial
TFC
+$711K
5
MTB icon
M&T Bank
MTB
+$633K

Top Sells

1
+$5.1M
2
+$1.81M
3
+$748K
4
WFC icon
Wells Fargo
WFC
+$712K
5
AVGO icon
Broadcom
AVGO
+$620K

Sector Composition

1 Healthcare 25.83%
2 Financials 18.38%
3 Technology 15.39%
4 Industrials 9.39%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$630K 0.15%
11,925
-600
102
$625K 0.14%
900
103
$600K 0.14%
30,006
104
$597K 0.14%
5,202
105
$586K 0.14%
4,153
-150
106
$555K 0.13%
8,140
-225
107
$543K 0.13%
3,900
-250
108
$532K 0.12%
11,377
-890
109
$529K 0.12%
8,603
+355
110
$515K 0.12%
9,540
-750
111
$456K 0.11%
22,220
112
$445K 0.1%
4,337
+192
113
$432K 0.1%
3,855
114
$416K 0.1%
8,466
115
$406K 0.09%
29,010
+3,039
116
$388K 0.09%
6,433
-2,810
117
$377K 0.09%
3,450
118
$362K 0.08%
4,200
119
$361K 0.08%
+7,440
120
$327K 0.08%
4,535
121
$325K 0.08%
11,000
122
$317K 0.07%
7,274
-400
123
$307K 0.07%
8,667
-375
124
$304K 0.07%
5,040
-84,480
125
$279K 0.06%
22,000
3 4
5
6 7