HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+3.9%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$312M
AUM Growth
+$312M
(+1.3%)
Cap. Flow
-$4.75M
Cap. Flow
% of AUM
-1.52%
Top 10 Holdings %
Top 10 Hldgs %
33.71%
Holding
156
New
7
Increased
50
Reduced
79
Closed
3
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$1.94M |
| 2 |
J.M. Smucker
SJM
|
$1.63M |
| 3 |
Adobe
ADBE
|
$551K |
| 4 |
Broadcom
AVGO
|
$502K |
| 5 |
SE
Spectra Energy Corp Wi
SE
|
$367K |
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
$2.51M |
| 2 |
Coca-Cola
KO
|
$1.78M |
| 3 |
Medtronic
MDT
|
$1.18M |
| 4 |
STJ
St Jude Medical
STJ
|
$799K |
| 5 |
GE Aerospace
GE
|
$623K |
Sector Composition
| 1 | Healthcare | 27.7% |
| 2 | Financials | 19.08% |
| 3 | Technology | 12.59% |
| 4 | Industrials | 8.94% |
| 5 | Consumer Staples | 8.22% |
