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
$413M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$533K
3
+$428K
4
CTRA icon
Coterra Energy
CTRA
+$364K
5
IYW icon
iShares US Technology ETF
IYW
+$355K

Top Sells

1
+$3.16M
2
+$2.88M
3
+$2.63M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.48M
5
BA icon
Boeing
BA
+$2.32M

Sector Composition

1 Healthcare 24.89%
2 Financials 16.34%
3 Technology 16.08%
4 Communication Services 8.27%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$57K 0.01%
12
152
$34K 0.01%
900
153
$10K ﹤0.01%
+417
154
– –
-11,238
155
– –
-11,400
156
– –
-900
157
– –
-3,786
158
– –
-5,000
159
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-7,304
160
– –
-8,264
161
– –
-3,538
162
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-4,225
3 4 5 6
7