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
$431M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$1.21M
3
+$972K
4
TFC icon
Truist Financial
TFC
+$711K
5
MTB icon
M&T Bank
MTB
+$633K

Top Sells

1
+$5.1M
2
+$1.81M
3
+$748K
4
WFC icon
Wells Fargo
WFC
+$712K
5
AVGO icon
Broadcom
AVGO
+$620K

Sector Composition

1 Healthcare 25.83%
2 Financials 18.38%
3 Technology 15.39%
4 Industrials 9.39%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.8M 6.46%
145,554
2
$24.2M 5.62%
1,680,794
+22,102
3
$16.1M 3.73%
140,522
-844
4
$14.7M 3.41%
149,602
+672
5
$14.1M 3.27%
68,094
-625
6
$10.6M 2.46%
187,608
-240
7
$10.6M 2.45%
93,565
-701
8
$10.3M 2.39%
42,189
-997
9
$9.8M 2.27%
70,964
-1,948
10
$9.68M 2.24%
26,028
-635
11
$8.86M 2.05%
32,823
-272
12
$7.99M 1.85%
363,251
-240
13
$7.86M 1.82%
92,401
-1,004
14
$7.8M 1.81%
62,773
+1,799
15
$7.43M 1.72%
177,683
-520
16
$6.79M 1.57%
60,690
-4,925
17
$6.5M 1.51%
108,860
+103,820
18
$6.48M 1.5%
24,351
-294
19
$6.22M 1.44%
57,935
+132
20
$6.12M 1.42%
125,734
-2,480
21
$5.81M 1.35%
122,863
-2,285
22
$5.78M 1.34%
196,310
-2,185
23
$5.74M 1.33%
107,533
-184
24
$5.7M 1.32%
34,633
+670
25
$5.51M 1.28%
223,410
-25,130
1
2 3 4 5