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
$560M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$1.83M
3
+$1.82M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.6M
5
AXP icon
American Express
AXP
+$1.22M

Top Sells

1
+$3.69M
2
+$1.23M
3
+$810K
4
ISRG icon
Intuitive Surgical
ISRG
+$591K
5
MSFT icon
Microsoft
MSFT
+$581K

Sector Composition

1 Healthcare 20.23%
2 Technology 19.76%
3 Financials 13.29%
4 Communication Services 8.84%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.75M 1.21%
18,078
+828
27
$6.71M 1.2%
27,273
+3,642
28
$6.32M 1.13%
116,740
-1,670
29
$6.16M 1.1%
50,563
+2,108
30
$6.1M 1.09%
20,976
+71
31
$6.09M 1.09%
45,831
-1,419
32
$5.98M 1.07%
186,153
-1,899
33
$5.86M 1.05%
24,526
-284
34
$5.71M 1.02%
26,305
-224
35
$5.32M 0.95%
32,380
-2,460
36
$5.03M 0.9%
138,859
-3,582
37
$4.84M 0.86%
23,872
+608
38
$4.65M 0.83%
16,356
+1,347
39
$4.36M 0.78%
84,366
-9,715
40
$4.3M 0.77%
76,949
+11,611
41
$4.29M 0.77%
67,054
-5,245
42
$4.25M 0.76%
22,526
-826
43
$4.13M 0.74%
12,925
+5,738
44
$4.04M 0.72%
175,681
-160,124
45
$3.94M 0.7%
86,949
+1,392
46
$3.9M 0.7%
40,414
-713
47
$3.87M 0.69%
35,398
+2,666
48
$3.81M 0.68%
49,053
-377
49
$3.64M 0.65%
49,425
-3,696
50
$3.58M 0.64%
114,169
+51,107
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