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
$431M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$6.2M
2 +$1.21M
3 +$972K
4
TFC icon
Truist Financial
TFC
+$711K
5
MTB icon
M&T Bank
MTB
+$633K

Top Sells

1 +$5.1M
2 +$1.81M
3 +$748K
4
WFC icon
Wells Fargo
WFC
+$712K
5
AVGO icon
Broadcom
AVGO
+$620K

Sector Composition

1 Healthcare 25.83%
2 Financials 18.38%
3 Technology 15.39%
4 Industrials 9.39%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-564
152
-2,720