HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+11.77%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$640M
AUM Growth
+$640M
(+9.7%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
2.59%
Top 10 Holdings %
Top 10 Hldgs %
35.9%
Holding
196
New
9
Increased
64
Reduced
82
Closed
6
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$19.4M |
| 2 |
Moderna
MRNA
|
$1.81M |
| 3 |
Simon Property Group
SPG
|
$1.04M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$590K |
| 5 |
Enbridge
ENB
|
$401K |
Top Sells
| 1 |
OceanFirst Financial
OCFC
|
$3M |
| 2 |
Mondelez International
MDLZ
|
$1.93M |
| 3 |
Microsoft
MSFT
|
$748K |
| 4 |
Visa
V
|
$533K |
| 5 |
NVIDIA
NVDA
|
$504K |
Sector Composition
| 1 | Technology | 21.67% |
| 2 | Healthcare | 21.41% |
| 3 | Financials | 12.81% |
| 4 | Consumer Discretionary | 8.53% |
| 5 | Communication Services | 7.93% |
