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
$413M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$533K
3
+$428K
4
CTRA icon
Coterra Energy
CTRA
+$364K
5
IYW icon
iShares US Technology ETF
IYW
+$355K

Top Sells

1
+$3.16M
2
+$2.88M
3
+$2.63M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.48M
5
BA icon
Boeing
BA
+$2.32M

Sector Composition

1 Healthcare 24.89%
2 Financials 16.34%
3 Technology 16.08%
4 Communication Services 8.27%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$294K 0.07%
22,000
127
$274K 0.07%
16,055
-23,505
128
$273K 0.07%
5,289
-319
129
$263K 0.06%
4,414
-1,200
130
$250K 0.06%
4,375
-570
131
$249K 0.06%
2,961
-1,433
132
$240K 0.06%
6,950
133
$236K 0.06%
8,117
-3,959
134
$235K 0.06%
5,990
-8,505
135
$223K 0.05%
4,200
-525
136
$222K 0.05%
5,191
-4,096
137
$212K 0.05%
4,066
-1,637
138
$208K 0.05%
+3,203
139
$208K 0.05%
2,452
-522
140
$206K 0.05%
+6,000
141
$203K 0.05%
+3,500
142
$194K 0.05%
3,875
-2,360
143
$191K 0.05%
11,300
144
$175K 0.04%
10,500
145
$174K 0.04%
3,213
146
$159K 0.04%
+10,500
147
$158K 0.04%
10,500
148
$156K 0.04%
11,500
-10,500
149
$132K 0.03%
3,300
150
$129K 0.03%
21,500
3 4 5
6
7