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
$560M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$1.83M
3
+$1.82M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.6M
5
AXP icon
American Express
AXP
+$1.22M

Top Sells

1
+$3.69M
2
+$1.23M
3
+$810K
4
ISRG icon
Intuitive Surgical
ISRG
+$591K
5
MSFT icon
Microsoft
MSFT
+$581K

Sector Composition

1 Healthcare 20.23%
2 Technology 19.76%
3 Financials 13.29%
4 Communication Services 8.84%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.5M 0.62%
28,207
+577
52
$3.35M 0.6%
140,000
53
$3.29M 0.59%
24,299
-1,440
54
$3.04M 0.54%
20,098
-328
55
$2.86M 0.51%
40,796
-1,504
56
$2.8M 0.5%
21,845
+509
57
$2.75M 0.49%
26,288
-1,270
58
$2.61M 0.47%
7,402
+142
59
$2.56M 0.46%
6,922
-1,195
60
$2.46M 0.44%
23,226
-1,273
61
$2.41M 0.43%
44,113
+6,667
62
$2.34M 0.42%
9,173
-1,132
63
$2.27M 0.41%
42,936
-3,685
64
$2.26M 0.4%
4,742
-796
65
$2.21M 0.4%
82,548
+2,780
66
$1.97M 0.35%
54,180
-2,947
67
$1.85M 0.33%
31,654
-143
68
$1.84M 0.33%
14,936
+511
69
$1.81M 0.32%
79,286
-4,918
70
$1.75M 0.31%
14,643
-225
71
$1.73M 0.31%
22,854
-91
72
$1.68M 0.3%
150,486
+10,050
73
$1.65M 0.29%
18,288
-521
74
$1.64M 0.29%
9,368
-1,690
75
$1.64M 0.29%
57,550
+1,650
1 2
3
4 5