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
$640M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.04M
3
+$590K
4
ENB icon
Enbridge
ENB
+$401K
5
CIEN icon
Ciena
CIEN
+$388K

Top Sells

1
+$3M
2
+$1.93M
3
+$748K
4
V icon
Visa
V
+$533K
5
NVDA icon
NVIDIA
NVDA
+$504K

Sector Composition

1 Technology 21.67%
2 Healthcare 21.41%
3 Financials 12.81%
4 Consumer Discretionary 8.53%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$790K 0.12%
6,900
-15
102
$777K 0.12%
13,270
-920
103
$777K 0.12%
17,380
-27
104
$762K 0.12%
10,510
-75
105
$715K 0.11%
9,090
-1,130
106
$706K 0.11%
2,373
107
$684K 0.11%
31,094
+2,253
108
$681K 0.11%
7,200
-650
109
$658K 0.1%
4,285
-455
110
$643K 0.1%
4,267
-100
111
$618K 0.1%
3,380
112
$604K 0.09%
9,055
+1,763
113
$596K 0.09%
15,532
+3,166
114
$595K 0.09%
3,528
+60
115
$595K 0.09%
3,025
116
$585K 0.09%
6,574
+1,365
117
$581K 0.09%
8,926
+1,861
118
$578K 0.09%
4,838
+1,030
119
$577K 0.09%
9,394
+1,986
120
$570K 0.09%
4,960
121
$559K 0.09%
15,410
-85
122
$559K 0.09%
2,485
-100
123
$555K 0.09%
18,447
-100
124
$532K 0.08%
7,865
+1,777
125
$528K 0.08%
11,474
+2,704
3 4
5
6 7