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
$913M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$5.96M
2 +$5.63M
3 +$5.09M
4
TTWO icon
Take-Two Interactive
TTWO
+$5M
5
ROK icon
Rockwell Automation
ROK
+$3.09M

Top Sells

1 +$2.3M
2 +$1.97M
3 +$1.9M
4
JPM icon
JPMorgan Chase
JPM
+$1.76M
5
UNH icon
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
SJM icon
176
J.M. Smucker
SJM
$11.2B
-6,940
NKE icon
177
Nike
NKE
$99.6B
-3,337
CTRA icon
178
Coterra Energy
CTRA
$17.4B
-9,288
CMCSA icon
179
Comcast
CMCSA
$109B
-8,490
ABR icon
180
Arbor Realty Trust
ABR
$2.24B
-20,000