HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$772M
1-Year Est. Return
25.84%
This Fund
S&P 500
1 Year Est. Return
+25.84%
AUM
$772M
AUM Growth
-$132M
(-15%)
Holding
152
Top Buys
| 1 | +$2.51M | |
| 2 | +$943K | |
| 3 | +$859K | |
| 4 |
ServiceNow
NOW
|
+$501K |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$482K |
Top Sells
| 1 | +$9.06M | |
| 2 | +$5.45M | |
| 3 | +$5.38M | |
| 4 |
Adobe
ADBE
|
+$4.43M |
| 5 |
UnitedHealth
UNH
|
+$4.41M |
Sector Composition
| 1 | Technology | 21.27% |
| 2 | Healthcare | 14.36% |
| 3 | Financials | 12.49% |
| 4 | Consumer Discretionary | 6.07% |
| 5 | Communication Services | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Tesla
TSLA
$1.47T
| – | – |
-525
|
|
||
|
BCPC
152
Balchem Corp
BCPC
$5.19B
| – | – |
-1,493
|
|