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
$883M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.52M
3
+$1.08M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$943K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$942K

Top Sells

1
+$4.58M
2
+$3.18M
3
+$1.31M
4
JPM icon
JPMorgan Chase
JPM
+$1.26M
5
GTLS icon
Chart Industries
GTLS
+$1.18M

Sector Composition

1 Technology 22.24%
2 Healthcare 16.04%
3 Financials 13.59%
4 Industrials 7.17%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.6M 1.2%
20,331
+268
27
$10.2M 1.16%
211,895
+4,249
28
$9.83M 1.11%
25,274
-536
29
$9.54M 1.08%
13,545
-770
30
$9.52M 1.08%
53,573
-3,801
31
$9.14M 1.04%
151,597
-3,930
32
$8.7M 0.99%
69,237
-5,723
33
$8.6M 0.97%
2,683
-22
34
$8.42M 0.95%
99,230
-15,402
35
$8.26M 0.94%
103,425
-912
36
$8.26M 0.94%
255,893
+128
37
$8.18M 0.93%
36,482
+367
38
$8.09M 0.92%
13,810
+3,019
39
$7.91M 0.9%
160,380
-11,092
40
$7.88M 0.89%
57,283
+441
41
$7.85M 0.89%
7,449
-444
42
$7.43M 0.84%
145,991
+2,289
43
$7M 0.79%
118,193
-4,225
44
$6.98M 0.79%
72,064
-134
45
$6.6M 0.75%
19,427
-634
46
$6.56M 0.74%
49,792
+657
47
$6.32M 0.72%
41,580
+4,712
48
$6.14M 0.7%
58,060
-1,248
49
$5.94M 0.67%
65,112
-2,692
50
$5.54M 0.63%
135,136
-13,538
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