HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+12.57%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$413M
AUM Growth
+$413M
(-4.9%)
Cap. Flow
-$73.4M
Cap. Flow
% of AUM
-17.79%
Top 10 Holdings %
Top 10 Hldgs %
32.65%
Holding
169
New
7
Increased
12
Reduced
123
Closed
9
Top Buys
| 1 |
Salesforce
CRM
|
$690K |
| 2 |
Chefs' Warehouse
CHEF
|
$533K |
| 3 |
Prologis
PLD
|
$428K |
| 4 |
Coterra Energy
CTRA
|
$364K |
| 5 |
iShares US Technology ETF
IYW
|
$355K |
Top Sells
| 1 |
STL
Sterling Bancorp
STL
|
$3.16M |
| 2 |
Microsoft
MSFT
|
$2.88M |
| 3 |
Home Depot
HD
|
$2.63M |
| 4 |
Thermo Fisher Scientific
TMO
|
$2.48M |
| 5 |
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% |
