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
$640M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.04M
3
+$590K
4
ENB icon
Enbridge
ENB
+$401K
5
CIEN icon
Ciena
CIEN
+$388K

Top Sells

1
+$3M
2
+$1.93M
3
+$748K
4
V icon
Visa
V
+$533K
5
NVDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$333K 0.05%
+7,191
152
$330K 0.05%
9,042
+23
153
$324K 0.05%
9,016
-183
154
$305K 0.05%
10,250
155
$304K 0.05%
2,160
156
$303K 0.05%
3,956
+56
157
$282K 0.04%
5,771
-950
158
$277K 0.04%
5,605
159
$271K 0.04%
10,182
+506
160
$268K 0.04%
4,730
+467
161
$266K 0.04%
6,130
-100
162
$258K 0.04%
3,670
163
$249K 0.04%
+10,304
164
$242K 0.04%
2,972
165
$240K 0.04%
2,851
166
$239K 0.04%
1,675
167
$225K 0.04%
+1,164
168
$223K 0.03%
+2,613
169
$215K 0.03%
+2,521
170
$214K 0.03%
+1,000
171
$213K 0.03%
+6,950
172
$188K 0.03%
10,500
173
$188K 0.03%
15,000
174
$180K 0.03%
10,500
175
$174K 0.03%
11,500
4 5 6
7
8