HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+0.09%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$397M
AUM Growth
+$397M
(-1.9%)
Cap. Flow
+$8.9M
Cap. Flow
% of AUM
2.24%
Top 10 Holdings %
Top 10 Hldgs %
32.12%
Holding
155
New
4
Increased
58
Reduced
73
Closed
4
Top Buys
| 1 |
Orange County Bancorp
OBT
|
$9.84M |
| 2 |
Broadcom
AVGO
|
$658K |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$484K |
| 4 |
UnitedHealth
UNH
|
$461K |
| 5 |
FedEx
FDX
|
$436K |
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
$1.31M |
| 2 |
Wells Fargo
WFC
|
$786K |
| 3 |
Starbucks
SBUX
|
$618K |
| 4 |
Boeing
BA
|
$437K |
| 5 |
STL
Sterling Bancorp
STL
|
$417K |
Sector Composition
| 1 | Healthcare | 22.95% |
| 2 | Financials | 20.08% |
| 3 | Technology | 14.78% |
| 4 | Industrials | 10.01% |
| 5 | Communication Services | 6.93% |
