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
$361M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$2.23M
3 +$1.52M
4
COST icon
Costco
COST
+$1.02M
5
LMT icon
Lockheed Martin
LMT
+$769K

Top Sells

1 +$6.46M
2 +$4.98M
3 +$1.59M
4
RMD icon
ResMed
RMD
+$1.25M
5
LLY icon
Eli Lilly
LLY
+$1.08M

Sector Composition

1 Healthcare 23.7%
2 Technology 19.74%
3 Financials 14.12%
4 Communication Services 8.5%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$15K ﹤0.01%
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