HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $913M
This Quarter Return
-3.36%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$837M
AUM Growth
-$45.8M
Cap. Flow
+$9.38M
Cap. Flow %
1.12%
Top 10 Hldgs %
36.69%
Holding
181
New
4
Increased
35
Reduced
87
Closed
12

Sector Composition

1Technology20.77%
2Healthcare16.25%
3Financials13.52%
4Consumer Discretionary7.21%
5Industrials6.9%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$389K0.05% 1,250
$376K0.04% 7,353
-407
-5%
-$20.8K
$358K0.04% 3,222
-400
-11%
-$44.5K
$355K0.04% 1,500
$352K0.04% 2,454
-30
-1%
-$4.3K
$343K0.04% 1,385
-395
-22%
-$98K
$323K0.04% 2,197
-500
-19%
-$73.4K
$316K0.04% 4,413
$313K0.04% 8,490
-2,979
-26%
-$110K
$298K0.04% 900
$296K0.04% 15,704
$293K0.04% 3,490
-360
-9%
-$30.2K
$277K0.03% 1,575
$276K0.03% 6,243
$275K0.03% 2,225
-275
-11%
-$34K
$274K0.03% 2,950
$271K0.03% 2,451
-255
-9%
-$28.2K
$268K0.03% 1,268
-531
-30%
-$112K
$268K0.03% 9,288
-800
-8%
-$23.1K
$267K0.03% 23,870
$267K0.03% 811
$259K0.03% 850
-37
-4%
-$11.3K
$255K0.03% 12,000
$247K0.03% 6,600
$246K0.03% 1,600