HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+6.28%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$904M
AUM Growth
+$904M
(+17%)
Cap. Flow
+$54.7M
Cap. Flow
% of AUM
6.05%
Top 10 Holdings %
Top 10 Hldgs %
36.76%
Holding
193
New
12
Increased
52
Reduced
89
Closed
19
Top Buys
| 1 |
NVIDIA
NVDA
|
$33.8M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$16M |
| 3 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$12.4M |
| 4 |
Broadcom
AVGO
|
$9.78M |
| 5 |
Chipotle Mexican Grill
CMG
|
$8.78M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$14.5M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$13.4M |
| 3 |
Microsoft
MSFT
|
$5.64M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$3.73M |
| 5 |
Eli Lilly
LLY
|
$3.72M |
Sector Composition
| 1 | Technology | 21.76% |
| 2 | Healthcare | 17.14% |
| 3 | Financials | 12.98% |
| 4 | Consumer Discretionary | 7.46% |
| 5 | Industrials | 7.11% |
