HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$961M
1-Year Est. Return
17.6%
1 Year Est. Return
+17.6%
AUM
$913M
AUM Growth
+$76.3M
(+9.1%)
Holding
180
Top Buys
| 1 | +$5.96M | |
| 2 | +$5.63M | |
| 3 | +$5.09M | |
| 4 |
Take-Two Interactive
TTWO
|
+$5M |
| 5 |
Rockwell Automation
ROK
|
+$3.09M |
Top Sells
| 1 | +$2.3M | |
| 2 | +$1.97M | |
| 3 | +$1.9M | |
| 4 |
JPMorgan Chase
JPM
|
+$1.76M |
| 5 |
UnitedHealth
UNH
|
+$1.66M |
Sector Composition
| 1 | Technology | 23.66% |
| 2 | Healthcare | 13.59% |
| 3 | Financials | 13.49% |
| 4 | Consumer Discretionary | 7.2% |
| 5 | Industrials | 7.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
J.M. Smucker
SJM
$11.2B
| – | – |
-6,940
|
|
||
177
Nike
NKE
$99.6B
| – | – |
-3,337
|
|
||
178
Coterra Energy
CTRA
$17.4B
| – | – |
-9,288
|
|
||
179
Comcast
CMCSA
$109B
| – | – |
-8,490
|
|
||
180
Arbor Realty Trust
ABR
$2.24B
| – | – |
-20,000
|
|