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
$524M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$2.25M
3
+$1.15M
4
MS icon
Morgan Stanley
MS
+$497K
5
TROW icon
T. Rowe Price
TROW
+$466K

Top Sells

1
+$1.88M
2
+$942K
3
+$838K
4
TFC icon
Truist Financial
TFC
+$734K
5
NVDA icon
NVIDIA
NVDA
+$729K

Sector Composition

1 Healthcare 21.93%
2 Technology 20.73%
3 Financials 12.91%
4 Communication Services 8.7%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$628K 0.12%
2,643
102
$609K 0.12%
6,627
103
$583K 0.11%
3,830
-100
104
$570K 0.11%
20,212
+1,017
105
$563K 0.11%
3,509
106
$533K 0.1%
6,080
107
$530K 0.1%
7,189
+89
108
$505K 0.1%
29,641
109
$498K 0.09%
2,636
-1,180
110
$474K 0.09%
20,250
111
$466K 0.09%
+3,075
112
$465K 0.09%
5,460
-128
113
$429K 0.08%
2,060
114
$420K 0.08%
7,655
115
$418K 0.08%
7,385
+200
116
$414K 0.08%
3,593
-262
117
$386K 0.07%
7,202
118
$386K 0.07%
5,435
-8
119
$371K 0.07%
3,312
120
$368K 0.07%
10,615
-166
121
$368K 0.07%
6,514
122
$364K 0.07%
3,340
-50
123
$355K 0.07%
17,727
-2,075
124
$345K 0.07%
+12,000
125
$332K 0.06%
2,250
3 4
5
6 7