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
$769M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.58M
3
+$2.75M
4
BAC icon
Bank of America
BAC
+$1.82M
5
HD icon
Home Depot
HD
+$1.49M

Top Sells

1
+$398M
2
+$175M
3
+$4.68M
4
WMT icon
Walmart
WMT
+$4.55M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.68%
3 Financials 12.21%
4 Consumer Discretionary 7.21%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.02M 1.17%
47,056
-7,006
27
$8.83M 1.15%
37,580
-1,696
28
$8.81M 1.14%
46,537
-4,669
29
$8.51M 1.11%
52,689
-1,503
30
$8.21M 1.07%
14,905
-340
31
$8.19M 1.06%
236,123
-17,004
32
$7.89M 1.03%
46,668
+434
33
$7.77M 1.01%
72,260
+2,460
34
$7.42M 0.96%
195,356
-837
35
$7.16M 0.93%
27,449
+79
36
$7.15M 0.93%
75,917
-8,404
37
$7.08M 0.92%
139,723
+4,031
38
$7.07M 0.92%
75,659
-9,830
39
$7.04M 0.92%
139,611
-10,426
40
$7.04M 0.91%
3,147
-177,953
41
$6.33M 0.82%
47,533
-7,538
42
$6.2M 0.81%
35,338
-217
43
$6.18M 0.8%
46,376
-4,654
44
$6.06M 0.79%
35,064
-2,163
45
$5.91M 0.77%
19,728
-512
46
$5.87M 0.76%
27,642
-2,998
47
$5.7M 0.74%
50,809
+758
48
$5.63M 0.73%
147,303
-24,101
49
$5.58M 0.73%
76,332
+820
50
$5.52M 0.72%
161,557
+53,279
1
2
3 4 5