HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $961M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$1.21M
3
+$972K
4
TFC icon
Truist Financial
TFC
+$711K
5
MTB icon
M&T Bank
MTB
+$633K

Top Sells

1
+$5.1M
2
+$1.81M
3
+$748K
4
WFC icon
Wells Fargo
WFC
+$712K
5
AVGO icon
Broadcom
AVGO
+$620K

Sector Composition

1 Healthcare 25.83%
2 Financials 18.38%
3 Technology 15.39%
4 Industrials 9.39%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$253K 0.06%
3,280
127
$236K 0.05%
8,208
-36
128
$233K 0.05%
6,950
129
$222K 0.05%
+4,132
130
$215K 0.05%
+2,150
131
$212K 0.05%
3,965
-1,104
132
$209K 0.05%
+6,000
133
$201K 0.05%
11,300
134
$192K 0.04%
3,213
135
$126K 0.03%
10,000
136
$115K 0.03%
11,400
137
$109K 0.03%
6,667
138
$100K 0.02%
17,000
139
$47K 0.01%
900
140
$36K 0.01%
417
141
– –
-4,400
142
– –
-3,203
143
– –
-2,700
144
– –
-8,049
145
– –
-2,885
146
– –
-4,109
147
– –
-6,889
148
– –
-3,037
149
– –
-18,060
150
– –
-4,588
3 4 5
6
7