HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+0.89%
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
(-4%)
Cap. Flow
-$17.3M
Cap. Flow
% of AUM
-5.61%
Top 10 Holdings %
Top 10 Hldgs %
34.69%
Holding
157
New
4
Increased
56
Reduced
67
Closed
8
Top Buys
| 1 |
RTX Corp
RTX
|
$1.5M |
| 2 |
Broadcom
AVGO
|
$823K |
| 3 |
ResMed
RMD
|
$497K |
| 4 |
Walt Disney
DIS
|
$423K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$410K |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$5.93M |
| 2 |
Intuitive Surgical
ISRG
|
$4.84M |
| 3 |
Medtronic
MDT
|
$3.51M |
| 4 |
NVE Corp
NVEC
|
$1.4M |
| 5 |
CB
CHUBB CORPORATION
CB
|
$1.24M |
Sector Composition
| 1 | Healthcare | 27.79% |
| 2 | Financials | 19.59% |
| 3 | Technology | 13.31% |
| 4 | Industrials | 8.96% |
| 5 | Consumer Staples | 8.02% |
