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
$640M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.04M
3
+$590K
4
ENB icon
Enbridge
ENB
+$401K
5
CIEN icon
Ciena
CIEN
+$388K

Top Sells

1
+$3M
2
+$1.93M
3
+$748K
4
V icon
Visa
V
+$533K
5
NVDA icon
NVIDIA
NVDA
+$504K

Sector Composition

1 Technology 21.67%
2 Healthcare 21.41%
3 Financials 12.81%
4 Consumer Discretionary 8.53%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$526K 0.08%
2,250
127
$520K 0.08%
2,010
-588
128
$503K 0.08%
7,132
+1,697
129
$501K 0.08%
6,910
-244
130
$490K 0.08%
3,202
131
$490K 0.08%
12,000
132
$448K 0.07%
2,102
-304
133
$442K 0.07%
8,650
-60
134
$438K 0.07%
5,825
-30
135
$434K 0.07%
7,328
-72
136
$431K 0.07%
1,879
-12
137
$410K 0.06%
9,875
-64
138
$409K 0.06%
6,944
+902
139
$396K 0.06%
7,971
+19
140
$388K 0.06%
3,212
141
$369K 0.06%
14,164
-445
142
$367K 0.06%
8,748
-101
143
$355K 0.06%
6,797
+130
144
$352K 0.06%
500
145
$343K 0.05%
22,000
146
$339K 0.05%
5,426
-200
147
$337K 0.05%
3,500
148
$335K 0.05%
951
-150
149
$335K 0.05%
6,400
150
$335K 0.05%
6,501
-50
4 5
6
7 8