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
$321M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$628K
3 +$459K
4
GILD icon
Gilead Sciences
GILD
+$388K
5
META icon
Meta Platforms (Facebook)
META
+$380K

Top Sells

1 +$8.41M
2 +$1.26M
3 +$1.09M
4
LLY icon
Eli Lilly
LLY
+$949K
5
MDT icon
Medtronic
MDT
+$577K

Sector Composition

1 Healthcare 30.05%
2 Financials 20.26%
3 Technology 12.77%
4 Industrials 8.09%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-6,889
152
-8,258
153
-1,532