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
$623M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$5.57M
3
+$5.32M
4
MSFT icon
Microsoft
MSFT
+$1.66M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$5.89M
2
+$4.03M
3
+$1.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.06M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$704K

Sector Composition

1 Healthcare 16.96%
2 Technology 14.73%
3 Financials 10.58%
4 Consumer Discretionary 5.74%
5 Consumer Staples 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.81M 0.61%
46,014
+731
52
$3.46M 0.55%
72,177
+3,143
53
$3.33M 0.53%
32,774
+1,447
54
$3.21M 0.51%
32,460
-2,856
55
$3.2M 0.51%
19,156
-1,041
56
$3.19M 0.51%
14,113
-359
57
$3.03M 0.49%
23,999
+7,565
58
$3.02M 0.48%
13,973
-498
59
$3M 0.48%
66,355
-3,902
60
$2.97M 0.48%
1,385
+75
61
$2.87M 0.46%
42,937
+1,374
62
$2.84M 0.46%
39,446
-1,768
63
$2.76M 0.44%
26,940
-425
64
$2.74M 0.44%
67,763
+3,043
65
$2.7M 0.43%
14,528
-1,091
66
$2.69M 0.43%
19,957
+1,166
67
$2.69M 0.43%
62,253
-2,172
68
$2.59M 0.42%
8,559
+2,558
69
$2.58M 0.41%
34,102
-4,023
70
$2.56M 0.41%
21,236
-256
71
$2.4M 0.39%
11,018
72
$2.38M 0.38%
27,669
-2,529
73
$2.34M 0.38%
78,000
+3,550
74
$2.34M 0.38%
62,725
+80
75
$2.3M 0.37%
101,941
+5,486
1 2
3
4 5