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
$321M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$628K
3
+$459K
4
GILD icon
Gilead Sciences
GILD
+$388K
5
META icon
Meta Platforms (Facebook)
META
+$380K

Top Sells

1
+$8.41M
2
+$1.26M
3
+$1.09M
4
LLY icon
Eli Lilly
LLY
+$949K
5
MDT icon
Medtronic
MDT
+$577K

Sector Composition

1 Healthcare 30.05%
2 Financials 20.26%
3 Technology 12.77%
4 Industrials 8.09%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.7M 7.08%
941,746
-5,600
2
$17.8M 5.54%
231,138
-7,495
3
$17.1M 5.33%
281,790
-18,000
4
$9.26M 2.89%
70,042
-944
5
$9.22M 2.87%
568,301
-2,299
6
$8.68M 2.71%
84,497
-1,282
7
$7.74M 2.41%
51,847
-608
8
$7.47M 2.33%
134,613
-2,776
9
$6.44M 2.01%
65,893
+1,155
10
$6.32M 1.97%
81,026
+944
11
$5.92M 1.85%
171,846
-2,072
12
$5.91M 1.84%
41,691
-25
13
$5.71M 1.78%
57,123
-430
14
$5.53M 1.72%
83,741
-333
15
$5.07M 1.58%
165,529
+5
16
$4.64M 1.45%
100,350
+720
17
$4.63M 1.44%
54,988
-11,260
18
$4.48M 1.4%
164,814
+426
19
$4.45M 1.39%
121,761
-8,650
20
$4.35M 1.36%
48,341
-2,248
21
$4.34M 1.35%
164,920
+40,408
22
$4.22M 1.32%
29,195
-780
23
$4.22M 1.31%
31,797
-694
24
$4.21M 1.31%
77,428
+188
25
$4.2M 1.31%
13,452
+950
1
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