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
$715M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.3M
3
+$3.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.46M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.87M

Top Sells

1
+$12.6M
2
+$1.98M
3
+$1.74M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.41M
5
DUK icon
Duke Energy
DUK
+$957K

Sector Composition

1 Technology 17.56%
2 Healthcare 15.61%
3 Financials 11.86%
4 Consumer Discretionary 5.71%
5 Consumer Staples 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.5M 0.63%
36,029
+2,316
52
$4.47M 0.62%
46,296
-9,922
53
$4.43M 0.62%
76,505
+1,717
54
$4.34M 0.61%
9,468
-435
55
$4.1M 0.57%
105,362
-11,639
56
$4.01M 0.56%
25,865
-945
57
$3.71M 0.52%
17,521
-3,566
58
$3.62M 0.51%
9,141
+819
59
$3.61M 0.5%
17,653
-2,511
60
$3.58M 0.5%
68,139
-3,191
61
$3.56M 0.5%
1,447
+4
62
$3.54M 0.49%
20,927
+2,025
63
$3.5M 0.49%
23,571
-168
64
$3.46M 0.48%
+16,938
65
$3.39M 0.47%
99,350
+16,200
66
$3.38M 0.47%
45,305
+2,030
67
$3.24M 0.45%
13,145
-751
68
$3.21M 0.45%
38,796
+812
69
$3.17M 0.44%
16,571
-1,174
70
$3.13M 0.44%
13,818
+425
71
$3.04M 0.43%
19,704
+2,621
72
$2.93M 0.41%
13,168
-215
73
$2.84M 0.4%
30,560
-390
74
$2.8M 0.39%
10,016
+35
75
$2.8M 0.39%
28,215
-1,705
1 2
3
4 5