HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+11.57%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$524M
AUM Growth
+$524M
(+13%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
1.97%
Top 10 Holdings %
Top 10 Hldgs %
33.86%
Holding
172
New
17
Increased
62
Reduced
54
Closed
5
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$6.54M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.26M |
| 3 |
NextEra Energy, Inc.
NEE
|
$1.36M |
| 4 |
CSX Corp
CSX
|
$1.15M |
| 5 |
Morgan Stanley
MS
|
$497K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.88M |
| 2 |
RTN
Raytheon Company
RTN
|
$942K |
| 3 |
ResMed
RMD
|
$838K |
| 4 |
Truist Financial
TFC
|
$734K |
| 5 |
NVIDIA
NVDA
|
$729K |
Sector Composition
| 1 | Healthcare | 21.93% |
| 2 | Technology | 20.73% |
| 3 | Financials | 12.91% |
| 4 | Communication Services | 8.7% |
| 5 | Consumer Discretionary | 8.36% |
