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
$715M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.3M
3
+$3.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.46M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.87M

Top Sells

1
+$12.6M
2
+$1.98M
3
+$1.74M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.41M
5
DUK icon
Duke Energy
DUK
+$957K

Sector Composition

1 Technology 17.56%
2 Healthcare 15.61%
3 Financials 11.86%
4 Consumer Discretionary 5.71%
5 Consumer Staples 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.8M 1.09%
60,284
+2,683
27
$7.37M 1.03%
146,175
+6,183
28
$7.34M 1.03%
71,039
-909
29
$7.18M 1%
73,281
+2,246
30
$7.12M 0.99%
42,724
+483
31
$6.75M 0.94%
42,359
-647
32
$6.46M 0.9%
215,803
-3,297
33
$6.38M 0.89%
222,921
+4,464
34
$6.22M 0.87%
118,929
+6,829
35
$5.92M 0.83%
145,030
-839
36
$5.89M 0.82%
29,486
+7,033
37
$5.71M 0.8%
177,693
+6,536
38
$5.61M 0.78%
116,412
+56,994
39
$5.52M 0.77%
127,082
+62,609
40
$5.17M 0.72%
80,520
-5,520
41
$5.11M 0.71%
58,214
+5,720
42
$4.96M 0.69%
47,662
+12,929
43
$4.9M 0.69%
32,793
+1,136
44
$4.84M 0.68%
47,858
+1,589
45
$4.78M 0.67%
11,968
+2,372
46
$4.76M 0.66%
155,849
+86,149
47
$4.73M 0.66%
28,965
+5,511
48
$4.72M 0.66%
22,404
-2,717
49
$4.64M 0.65%
20,645
+5,881
50
$4.52M 0.63%
27,426
+6,847
1
2
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