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
$575M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$957K
3 +$627K
4
CIEN icon
Ciena
CIEN
+$588K
5
XOM icon
Exxon Mobil
XOM
+$394K

Top Sells

1 +$3.85M
2 +$2.98M
3 +$2.92M
4
CSX icon
CSX Corp
CSX
+$2.91M
5
RMD icon
ResMed
RMD
+$2.24M

Sector Composition

1 Healthcare 21.11%
2 Technology 20.53%
3 Financials 13.53%
4 Communication Services 9.1%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$93K 0.02%
3,088
177
$32K 0.01%
900
178
-4,617
179
-2,146