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
$235M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$364K
2
+$229K
3
+$225K
4
META icon
Meta Platforms (Facebook)
META
+$220K
5
AXP icon
American Express
AXP
+$209K

Top Sells

1
+$292K
2
+$228K
3
+$218K
4
DE icon
Deere & Co
DE
+$205K
5
PSX icon
Phillips 66
PSX
+$111K

Sector Composition

1 Healthcare 19.32%
2 Technology 17.26%
3 Financials 15.68%
4 Energy 13.37%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.81M 4.17%
92,005
+451
2
$8.56M 3.64%
669,269
-22,825
3
$8.21M 3.49%
87,347
-474
4
$7M 2.97%
76,293
-84
5
$6.75M 2.87%
54,968
+1,535
6
$6.4M 2.72%
138,033
+797
7
$6.36M 2.7%
182,670
+1,566
8
$6.19M 2.63%
51,879
+275
9
$5.45M 2.32%
44,766
-585
10
$5.44M 2.31%
68,321
-765
11
$5.32M 2.26%
138,898
+1,150
12
$5.32M 2.26%
82,387
+340
13
$5.27M 2.24%
56,568
+1,216
14
$4.97M 2.11%
59,401
-100
15
$4.78M 2.03%
95,607
+2,284
16
$4.7M 2%
78,069
+2,046
17
$4.63M 1.97%
165,104
+5,432
18
$4.29M 1.82%
168,213
+4,899
19
$4.14M 1.76%
54,108
+764
20
$4.01M 1.7%
64,081
-1,674
21
$3.89M 1.65%
154,491
+2,112
22
$3.55M 1.51%
62,815
+691
23
$3.54M 1.5%
80,767
+2,340
24
$3.5M 1.49%
205,452
+7,874
25
$3.44M 1.46%
27,038
+1,225
1
2 3 4 5