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
$640M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.04M
3
+$590K
4
ENB icon
Enbridge
ENB
+$401K
5
CIEN icon
Ciena
CIEN
+$388K

Top Sells

1
+$3M
2
+$1.93M
3
+$748K
4
V icon
Visa
V
+$533K
5
NVDA icon
NVIDIA
NVDA
+$504K

Sector Composition

1 Technology 21.67%
2 Healthcare 21.41%
3 Financials 12.81%
4 Consumer Discretionary 8.53%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.5M 5.86%
111,371
-2,224
2
$29M 4.54%
80,820
3
$26.3M 4.11%
148,242
-1,769
4
$24.9M 3.89%
1,255,574
+194
5
$21.2M 3.31%
51,080
-344
6
$20.1M 3.15%
511,011
+14,966
7
$19M 2.97%
645,790
-17,140
8
$18.6M 2.9%
27,842
-698
9
$17.6M 2.75%
121,520
-880
10
$15.4M 2.41%
55,857
-518
11
$15.3M 2.4%
27,033
-204
12
$13.7M 2.14%
132,221
-902
13
$13M 2.03%
82,025
-471
14
$12.7M 1.98%
37,700
-181
15
$11.6M 1.82%
69,700
+20
16
$11M 1.72%
37,649
-359
17
$10.9M 1.71%
21,778
+6
18
$9.57M 1.5%
215,110
+3,184
19
$8.66M 1.35%
49,881
-750
20
$8.64M 1.35%
33,986
+1,192
21
$8.5M 1.33%
127,760
-6,030
22
$8.47M 1.32%
143,481
+3,505
23
$8.28M 1.29%
47,651
-303
24
$7.82M 1.22%
22,193
-208
25
$6.97M 1.09%
18,841
-143
1
2 3 4 5