HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+3.59%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$432M
AUM Growth
+$432M
(+4.6%)
Cap. Flow
+$6.81M
Cap. Flow
% of AUM
1.58%
Top 10 Holdings %
Top 10 Hldgs %
31.87%
Holding
178
New
18
Increased
34
Reduced
89
Closed
4
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.8M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$2.78M |
| 3 |
Bank of America
BAC
|
$1.04M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.03M |
| 5 |
Invesco QQQ Trust
QQQ
|
$933K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$1.99M |
| 2 |
American Tower
AMT
|
$1.57M |
| 3 |
Amgen
AMGN
|
$1.14M |
| 4 |
Valero Energy
VLO
|
$594K |
| 5 |
Exxon Mobil
XOM
|
$563K |
Sector Composition
| 1 | Healthcare | 23.79% |
| 2 | Financials | 16.43% |
| 3 | Technology | 15.63% |
| 4 | Communication Services | 8.18% |
| 5 | Consumer Discretionary | 6.95% |
