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
$524M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$2.25M
3
+$1.15M
4
MS icon
Morgan Stanley
MS
+$497K
5
TROW icon
T. Rowe Price
TROW
+$466K

Top Sells

1
+$1.88M
2
+$942K
3
+$838K
4
TFC icon
Truist Financial
TFC
+$734K
5
NVDA icon
NVIDIA
NVDA
+$729K

Sector Composition

1 Healthcare 21.93%
2 Technology 20.73%
3 Financials 12.91%
4 Communication Services 8.7%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.9M 5.51%
129,849
-675
2
$24.1M 4.59%
88,245
3
$22.3M 4.25%
168,062
+165
4
$17.3M 3.3%
1,271,882
-2,180
5
$15.8M 3.01%
59,453
-157
6
$15.5M 2.96%
33,288
-421
7
$15.2M 2.9%
129,637
+208
8
$15.1M 2.87%
30,131
+228
9
$12.1M 2.31%
314,538
+169,825
10
$11.3M 2.16%
89,204
+450
11
$11.2M 2.14%
69,020
+1,520
12
$11.1M 2.12%
127,180
+1,660
13
$10.3M 1.97%
61,190
+1,307
14
$10.2M 1.94%
37,200
+269
15
$8.78M 1.67%
59,186
-711
16
$8.27M 1.58%
23,593
+20
17
$8.05M 1.53%
44,425
+330
18
$7.79M 1.49%
20,833
+864
19
$7.57M 1.44%
128,852
+640
20
$7.46M 1.42%
37,891
+218
21
$7.38M 1.41%
33,141
+894
22
$6.92M 1.32%
158,010
+450
23
$6.92M 1.32%
31,624
+315
24
$6.8M 1.3%
520,920
-55,800
25
$6.68M 1.27%
47,250
-231
1
2 3 4 5