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
$745M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$22.3M
3
+$18.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.1M

Top Sells

1
+$20.1M
2
+$6.16M
3
+$4.43M
4
INTC icon
Intel
INTC
+$3.03M
5
MRNA icon
Moderna
MRNA
+$1.85M

Sector Composition

1 Technology 17.02%
2 Healthcare 16.69%
3 Financials 10.34%
4 Consumer Discretionary 6.07%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.27M 0.98%
53,068
+50,908
27
$7.26M 0.97%
115,280
-12,480
28
$7.25M 0.97%
140,080
-3,401
29
$7.2M 0.97%
87,172
-2,114
30
$6.93M 0.93%
32,619
-1,367
31
$6.05M 0.81%
44,132
-742
32
$6.05M 0.81%
+157,779
33
$6.02M 0.81%
118,208
+2,153
34
$5.94M 0.8%
26,785
-676
35
$5.88M 0.79%
195,227
+69,940
36
$5.66M 0.76%
50,655
+9,979
37
$5.64M 0.76%
16,605
-532
38
$5.5M 0.74%
+108,801
39
$5.41M 0.73%
11,030
+6,756
40
$5.33M 0.72%
+48,760
41
$5.31M 0.71%
21,290
-903
42
$5.27M 0.71%
20,970
-1,282
43
$5.24M 0.7%
23,523
+1,597
44
$5.09M 0.68%
+27,513
45
$4.85M 0.65%
30,024
+399
46
$4.78M 0.64%
85,706
+19,270
47
$4.57M 0.61%
52,300
-1,293
48
$4.54M 0.61%
16,675
-2,166
49
$4.46M 0.6%
+43,257
50
$4.45M 0.6%
25,112
-375
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