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
$524M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$2.25M
3
+$1.15M
4
MS icon
Morgan Stanley
MS
+$497K
5
TROW icon
T. Rowe Price
TROW
+$466K

Top Sells

1
+$1.88M
2
+$942K
3
+$838K
4
TFC icon
Truist Financial
TFC
+$734K
5
NVDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$176K 0.03%
10,500
152
$171K 0.03%
+5,050
153
$169K 0.03%
10,500
154
$166K 0.03%
11,500
155
$146K 0.03%
+15,000
156
$137K 0.03%
11,400
157
$133K 0.03%
+12,500
158
$130K 0.02%
13,048
159
$112K 0.02%
+11,300
160
$106K 0.02%
+10,500
161
$79K 0.02%
+3,088
162
$39K 0.01%
900
163
– –
-27,800
164
– –
-4,466
3 4 5 6
7