HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $904M
1-Year Est. Return 23.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.96%
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 +$6.22M
2 +$1.14M
3 +$921K
4
TFC icon
Truist Financial
TFC
+$752K
5
MTB icon
M&T Bank
MTB
+$667K

Top Sells

1 +$5.11M
2 +$1.81M
3 +$774K
4
AMT icon
American Tower
AMT
+$755K
5
AVGO icon
Broadcom
AVGO
+$564K

Sector Composition

1 Healthcare 25.83%
2 Technology 15.39%
3 Financials 12.76%
4 Industrials 9.39%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,400