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
$623M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$5.57M
3
+$5.32M
4
MSFT icon
Microsoft
MSFT
+$1.66M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$5.89M
2
+$4.03M
3
+$1.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.06M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$704K

Sector Composition

1 Healthcare 16.96%
2 Technology 14.73%
3 Financials 10.58%
4 Consumer Discretionary 5.74%
5 Consumer Staples 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.68M 1.07%
132,903
+9,635
27
$6.55M 1.05%
149,608
+20,266
28
$6.53M 1.05%
216,105
+4,039
29
$6.18M 0.99%
41,421
-205
30
$6.12M 0.98%
22,239
-451
31
$5.76M 0.92%
216,274
+6,086
32
$5.75M 0.92%
23,990
+793
33
$5.57M 0.89%
+41,495
34
$5.13M 0.82%
169,064
+3,643
35
$5.05M 0.81%
54,251
+1,428
36
$4.84M 0.78%
27,268
+1,511
37
$4.58M 0.73%
31,828
+1,149
38
$4.48M 0.72%
33,036
-177
39
$4.45M 0.71%
27,260
+2,783
40
$4.44M 0.71%
117,026
-55
41
$4.42M 0.71%
31,044
+1,705
42
$4.33M 0.69%
20,162
+163
43
$4.32M 0.69%
68,191
+12,024
44
$4.31M 0.69%
30,000
+8,798
45
$4.21M 0.68%
44,645
+851
46
$4.17M 0.67%
20,369
-152
47
$4.13M 0.66%
103,309
+7,108
48
$4.06M 0.65%
10,109
-407
49
$4.02M 0.65%
90,590
-2,640
50
$3.99M 0.64%
50,532
+1,341
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