HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$772M
1-Year Est. Return
25.84%
This Fund
S&P 500
1 Year Est. Return
+25.84%
AUM
$904M
AUM Growth
-$56.6M
(-5.9%)
Holding
179
Top Buys
| 1 | +$1.79M | |
| 2 | +$1.68M | |
| 3 | +$493K | |
| 4 |
ServiceNow
NOW
|
+$485K |
| 5 |
Marathon Petroleum
MPC
|
+$263K |
Top Sells
| 1 | +$10.1M | |
| 2 | +$6.22M | |
| 3 | +$5.97M | |
| 4 |
NVIDIA
NVDA
|
+$5.06M |
| 5 |
Microsoft
MSFT
|
+$4.93M |
Sector Composition
| 1 | Technology | 23.7% |
| 2 | Healthcare | 15.41% |
| 3 | Financials | 12.63% |
| 4 | Consumer Discretionary | 6.32% |
| 5 | Communication Services | 6.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
BP
BP
$120B
| – | – |
-7,139
|
|
||
177
Bank of New York Mellon
BK
$91.8B
| – | – |
-3,490
|
|
||
178
Amcor
AMCR
$17.4B
| – | – |
-2,200
|
|
||
179
AGNC Investment
AGNC
$12.6B
| – | – |
-16,000
|
|