HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+1.48%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$235M
AUM Growth
+$235M
(+2.6%)
Cap. Flow
+$3.61M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
29.82%
Holding
137
New
6
Increased
72
Reduced
37
Closed
4
Top Buys
| 1 |
Qualcomm
QCOM
|
$364K |
| 2 |
Valero Energy
VLO
|
$229K |
| 3 |
World Kinect Corp
WKC
|
$225K |
| 4 |
Meta Platforms (Facebook)
META
|
$220K |
| 5 |
American Express
AXP
|
$209K |
Top Sells
| 1 |
STL
Sterling Bancorp
STL
|
$292K |
| 2 |
DaVita
DVA
|
$228K |
| 3 |
Albemarle
ALB
|
$218K |
| 4 |
Deere & Co
DE
|
$205K |
| 5 |
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% |