HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+5.11%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$560M
AUM Growth
+$560M
(+6.7%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
33.46%
Holding
178
New
11
Increased
43
Reduced
89
Closed
3
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$8.43M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.83M |
| 3 |
NVIDIA
NVDA
|
$1.82M |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.6M |
| 5 |
American Express
AXP
|
$1.22M |
Top Sells
| 1 |
STL
Sterling Bancorp
STL
|
$3.69M |
| 2 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$1.23M |
| 3 |
iShares New York Muni Bond ETF
NYF
|
$810K |
| 4 |
Intuitive Surgical
ISRG
|
$591K |
| 5 |
Microsoft
MSFT
|
$581K |
Sector Composition
| 1 | Healthcare | 20.23% |
| 2 | Technology | 19.76% |
| 3 | Financials | 13.29% |
| 4 | Communication Services | 8.84% |
| 5 | Consumer Discretionary | 8.34% |
