HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+1.95%
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
(+0.01%)
Cap. Flow
-$5.95M
Cap. Flow
% of AUM
-1.38%
Top 10 Holdings %
Top 10 Hldgs %
33.22%
Holding
180
New
5
Increased
38
Reduced
89
Closed
10
Top Buys
| 1 |
American Tower
AMT
|
$1.61M |
| 2 |
Chubb
CB
|
$1.6M |
| 3 |
Valero Energy
VLO
|
$516K |
| 4 |
Illumina
ILMN
|
$508K |
| 5 |
Intel
INTC
|
$474K |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
$1.77M |
| 2 |
CB
CHUBB CORPORATION
CB
|
$1.48M |
| 3 |
PNC Financial Services
PNC
|
$1.08M |
| 4 |
ATRI
Atrion Corp
ATRI
|
$767K |
| 5 |
Chefs' Warehouse
CHEF
|
$603K |
Sector Composition
| 1 | Healthcare | 23.65% |
| 2 | Financials | 16.48% |
| 3 | Technology | 15.65% |
| 4 | Communication Services | 7.82% |
| 5 | Consumer Discretionary | 7.32% |
