HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
-5%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$308M
AUM Growth
+$308M
(-3.7%)
Cap. Flow
+$8.22M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
34.45%
Holding
168
New
21
Increased
38
Reduced
78
Closed
12
Top Buys
| 1 |
Republic Services
RSG
|
$8.41M |
| 2 |
Kraft Heinz
KHC
|
$2.92M |
| 3 |
Meta Platforms (Facebook)
META
|
$934K |
| 4 |
T Rowe Price
TROW
|
$912K |
| 5 |
Johnson Controls International
JCI
|
$803K |
Top Sells
| 1 |
Mondelez International
MDLZ
|
$1.92M |
| 2 |
Jazz Pharmaceuticals
JAZZ
|
$880K |
| 3 |
Qualcomm
QCOM
|
$768K |
| 4 |
Valero Energy
VLO
|
$701K |
| 5 |
Emerson Electric
EMR
|
$597K |
Sector Composition
| 1 | Healthcare | 28.94% |
| 2 | Financials | 20.4% |
| 3 | Technology | 12.33% |
| 4 | Industrials | 10.26% |
| 5 | Consumer Staples | 7.81% |
