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
$321M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$628K
3
+$459K
4
GILD icon
Gilead Sciences
GILD
+$388K
5
META icon
Meta Platforms (Facebook)
META
+$380K

Top Sells

1
+$8.41M
2
+$1.26M
3
+$1.09M
4
LLY icon
Eli Lilly
LLY
+$949K
5
MDT icon
Medtronic
MDT
+$577K

Sector Composition

1 Healthcare 30.05%
2 Financials 20.26%
3 Technology 12.77%
4 Industrials 8.09%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$266K 0.08%
3,692
127
$262K 0.08%
9,800
128
$255K 0.08%
+7,300
129
$250K 0.08%
3,925
-466
130
$243K 0.08%
7,421
131
$234K 0.07%
+3,270
132
$230K 0.07%
5,952
133
$220K 0.07%
5,800
+1,715
134
$219K 0.07%
1,806
135
$219K 0.07%
31,417
136
$216K 0.07%
2,767
137
$212K 0.07%
+5,500
138
$210K 0.07%
+14,500
139
$151K 0.05%
2,500
-330
140
$125K 0.04%
20,000
141
$105K 0.03%
1,625
142
$73K 0.02%
+417
143
$23K 0.01%
900
144
– –
-6,379
145
– –
-2,314
146
$0 ﹤0.01%
16,600
147
– –
-2,772
148
– –
-4,200
149
– –
-3,576
150
– –
-204,170
3 4 5
6
7