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
$745M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$22.3M
3
+$18.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.1M

Top Sells

1
+$20.1M
2
+$6.16M
3
+$4.43M
4
INTC icon
Intel
INTC
+$3.03M
5
MRNA icon
Moderna
MRNA
+$1.85M

Sector Composition

1 Technology 17.02%
2 Healthcare 16.69%
3 Financials 10.34%
4 Consumer Discretionary 6.07%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.45M 0.6%
22,860
-1,150
52
$4.43M 0.59%
+64,372
53
$4.27M 0.57%
18,448
-583
54
$4.03M 0.54%
+71,798
55
$3.91M 0.53%
29,086
-8,810
56
$3.88M 0.52%
22,255
-366
57
$3.84M 0.52%
+38,344
58
$3.8M 0.51%
62,710
+1,420
59
$3.8M 0.51%
16,681
-1,655
60
$3.77M 0.51%
80,604
-23,826
61
$3.77M 0.51%
23,136
-926
62
$3.6M 0.48%
+38,501
63
$3.33M 0.45%
36,638
-1,766
64
$3.33M 0.45%
67,128
-660
65
$3.2M 0.43%
17,119
-373
66
$3.08M 0.41%
30,834
-4,520
67
$3.08M 0.41%
+40,265
68
$2.96M 0.4%
+39,057
69
$2.85M 0.38%
34,743
-1,714
70
$2.81M 0.38%
4,875
-680
71
$2.78M 0.37%
60,245
+2,535
72
$2.75M 0.37%
33,202
+70
73
$2.67M 0.36%
17,499
-390
74
$2.67M 0.36%
11,000
75
$2.59M 0.35%
1,268
+274
1 2
3
4 5