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
$642M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1 +$5.64M
2 +$1.53M
3 +$906K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$881K
5
KLAC icon
KLA
KLAC
+$876K

Top Sells

1 +$1.21M
2 +$1.11M
3 +$1.07M
4
ADBE icon
Adobe
ADBE
+$962K
5
ISRG icon
Intuitive Surgical
ISRG
+$935K

Sector Composition

1 Healthcare 16.28%
2 Technology 14.73%
3 Financials 10.22%
4 Consumer Discretionary 5.37%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$6K ﹤0.01%
900
202
-500
203
-975
204
-758
205
-10,250
206
-13,150
207
-4,460
208
-6,950
209
-3,500