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
$524M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$2.25M
3
+$1.15M
4
MS icon
Morgan Stanley
MS
+$497K
5
TROW icon
T. Rowe Price
TROW
+$466K

Top Sells

1
+$1.88M
2
+$942K
3
+$838K
4
TFC icon
Truist Financial
TFC
+$734K
5
NVDA icon
NVIDIA
NVDA
+$729K

Sector Composition

1 Healthcare 21.93%
2 Technology 20.73%
3 Financials 12.91%
4 Communication Services 8.7%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$332K 0.06%
22,000
127
$332K 0.06%
7,117
128
$331K 0.06%
+6,156
129
$329K 0.06%
6,362
-55
130
$326K 0.06%
+3,500
131
$326K 0.06%
15,855
132
$321K 0.06%
+500
133
$305K 0.06%
6,502
-170
134
$304K 0.06%
8,639
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135
$289K 0.06%
4,950
136
$266K 0.05%
6,667
137
$265K 0.05%
14,030
-1,820
138
$263K 0.05%
+4,756
139
$261K 0.05%
4,702
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140
$261K 0.05%
+1,110
141
$256K 0.05%
1,900
142
$255K 0.05%
3,203
143
$245K 0.05%
2,160
144
$234K 0.04%
5,717
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145
$229K 0.04%
11,155
-741
146
$218K 0.04%
3,970
147
$211K 0.04%
+2,463
148
$206K 0.04%
+5,994
149
$204K 0.04%
2,226
-650
150
$202K 0.04%
588
-5,459
3 4 5
6
7