HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+2.61%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$322M
AUM Growth
+$322M
(+3.3%)
Cap. Flow
+$5.51M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
33.12%
Holding
157
New
4
Increased
76
Reduced
47
Closed
4
Top Buys
| 1 |
UnitedHealth
UNH
|
$1.51M |
| 2 |
Apple
AAPL
|
$900K |
| 3 |
GE Aerospace
GE
|
$566K |
| 4 |
Meta Platforms (Facebook)
META
|
$496K |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
$486K |
Top Sells
| 1 |
RTX Corp
RTX
|
$1.54M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$683K |
| 3 |
Bank of America
BAC
|
$474K |
| 4 |
ConocoPhillips
COP
|
$347K |
| 5 |
Teva Pharmaceuticals
TEVA
|
$346K |
Sector Composition
| 1 | Healthcare | 27.44% |
| 2 | Financials | 18.62% |
| 3 | Technology | 13.62% |
| 4 | Industrials | 8.45% |
| 5 | Consumer Staples | 8.01% |
