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
$709M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.15M
3
+$1.2M
4
GWW icon
W.W. Grainger
GWW
+$1.15M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.15M

Top Sells

1
+$4.84M
2
+$2.03M
3
+$1.55M
4
MSFT icon
Microsoft
MSFT
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.17M

Sector Composition

1 Technology 18.87%
2 Healthcare 15.47%
3 Financials 11.23%
4 Consumer Discretionary 6.34%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.06M 1.14%
47,549
-741
27
$7.67M 1.08%
74,645
-1,213
28
$7.41M 1.04%
145,547
-5,637
29
$7.02M 0.99%
228,371
+1,779
30
$6.98M 0.98%
129,778
+6,395
31
$6.96M 0.98%
46,699
+3,473
32
$6.89M 0.97%
29,937
-245
33
$6.82M 0.96%
14,876
+1,472
34
$6.49M 0.92%
237,162
+1,742
35
$6.4M 0.9%
192,846
+4,662
36
$6.34M 0.89%
69,451
+10,045
37
$6.15M 0.87%
36,339
+5,345
38
$6.13M 0.86%
73,750
-4,870
39
$6.03M 0.85%
13,568
+1,322
40
$5.78M 0.81%
38,742
+4,125
41
$5.65M 0.8%
35,123
+529
42
$5.42M 0.76%
26,727
-1,869
43
$5.38M 0.76%
65,930
+1,274
44
$5.17M 0.73%
78,779
-479
45
$5.13M 0.72%
50,628
+721
46
$5.05M 0.71%
19,787
-1,256
47
$4.99M 0.7%
31,897
+5,322
48
$4.8M 0.68%
42,814
+3,804
49
$4.73M 0.67%
129,050
+19,400
50
$4.66M 0.66%
132,013
+60,976
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