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
$709M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.15M
3
+$1.2M
4
GWW icon
W.W. Grainger
GWW
+$1.15M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.15M

Top Sells

1
+$4.84M
2
+$2.03M
3
+$1.55M
4
MSFT icon
Microsoft
MSFT
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.17M

Sector Composition

1 Technology 18.87%
2 Healthcare 15.47%
3 Financials 11.23%
4 Consumer Discretionary 6.34%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.65M 0.66%
27,557
-1,066
52
$4.41M 0.62%
120,189
+12,841
53
$4.38M 0.62%
132,047
-1,130
54
$4.27M 0.6%
1,681
-40
55
$4.23M 0.6%
23,289
+480
56
$4.21M 0.59%
14,025
-1,432
57
$4.12M 0.58%
70,753
+20,593
58
$3.98M 0.56%
129,903
+23,944
59
$3.66M 0.52%
8,013
-1,037
60
$3.6M 0.51%
39,826
-142
61
$3.42M 0.48%
92,643
-1,158
62
$3.41M 0.48%
72,188
+890
63
$3.34M 0.47%
48,603
+1,438
64
$3.32M 0.47%
4,798
+1,668
65
$3.25M 0.46%
22,262
-390
66
$3.17M 0.45%
45,721
+4,562
67
$3.08M 0.43%
29,080
-640
68
$3.04M 0.43%
75,334
+14,956
69
$2.98M 0.42%
12,378
-278
70
$2.84M 0.4%
26,174
+4,113
71
$2.8M 0.39%
31,695
-7,866
72
$2.74M 0.39%
17,594
-6,965
73
$2.63M 0.37%
21,972
-2,748
74
$2.57M 0.36%
48,219
-3,675
75
$2.54M 0.36%
13,776
-1,828
1 2
3
4 5