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
$235M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$364K
2 +$229K
3 +$225K
4
META icon
Meta Platforms (Facebook)
META
+$220K
5
AXP icon
American Express
AXP
+$209K

Top Sells

1 +$292K
2 +$228K
3 +$218K
4
DE icon
Deere & Co
DE
+$205K
5
PSX icon
Phillips 66
PSX
+$111K

Sector Composition

1 Healthcare 19.32%
2 Technology 17.26%
3 Financials 15.68%
4 Energy 13.37%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,054