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
$730M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.43M
3
+$3.39M
4
MCD icon
McDonald's
MCD
+$2.05M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.82M

Top Sells

1
+$15M
2
+$3.8M
3
+$3.3M
4
BAC icon
Bank of America
BAC
+$3.29M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.87M

Sector Composition

1 Technology 19.31%
2 Healthcare 15.89%
3 Financials 12.34%
4 Consumer Discretionary 6.77%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.94M 1.09%
41,417
-2,939
27
$7.77M 1.06%
48,139
+1,440
28
$7.77M 1.06%
72,260
-1,490
29
$7.61M 1.04%
28,994
-943
30
$7.58M 1.04%
44,838
-2,711
31
$7.42M 1.02%
195,356
+2,510
32
$7.4M 1.01%
213,222
-15,149
33
$7.29M 1%
38,527
-215
34
$7.18M 0.98%
13,035
-533
35
$7.08M 0.97%
139,723
-5,824
36
$6.94M 0.95%
12,342
-2,534
37
$6.84M 0.94%
149,258
+73,924
38
$6.2M 0.85%
35,338
+215
39
$6.11M 0.84%
23,429
-3,298
40
$6.09M 0.83%
120,751
-9,027
41
$6.05M 0.83%
64,679
-1,251
42
$6M 0.82%
63,747
-5,704
43
$5.72M 0.78%
127,850
-1,200
44
$5.7M 0.78%
50,809
+181
45
$5.58M 0.76%
76,332
-2,447
46
$5.4M 0.74%
40,575
-2,239
47
$5.39M 0.74%
18,003
-1,784
48
$5.23M 0.72%
39,233
+2,894
49
$4.99M 0.68%
28,893
-3,004
50
$4.85M 0.66%
16,605
+7,030
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