HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+4.05%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$339M
AUM Growth
+$339M
(+5.4%)
Cap. Flow
+$6.85M
Cap. Flow
% of AUM
2.02%
Top 10 Holdings %
Top 10 Hldgs %
31.97%
Holding
158
New
5
Increased
79
Reduced
54
Closed
4
Top Buys
| 1 |
American Tower
AMT
|
$1.1M |
| 2 |
Adobe
ADBE
|
$812K |
| 3 |
Broadcom
AVGO
|
$443K |
| 4 |
Medtronic
MDT
|
$439K |
| 5 |
Kraft Heinz
KHC
|
$432K |
Top Sells
| 1 |
STL
Sterling Bancorp
STL
|
$2.45M |
| 2 |
CVS Health
CVS
|
$1.3M |
| 3 |
Gilead Sciences
GILD
|
$743K |
| 4 |
Johnson Controls International
JCI
|
$521K |
| 5 |
T Rowe Price
TROW
|
$427K |
Sector Composition
| 1 | Healthcare | 23.81% |
| 2 | Financials | 21.3% |
| 3 | Technology | 13.43% |
| 4 | Industrials | 8.89% |
| 5 | Consumer Staples | 7.93% |
