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
$730M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.43M
3
+$3.39M
4
MCD icon
McDonald's
MCD
+$2.05M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.82M

Top Sells

1
+$15M
2
+$3.8M
3
+$3.3M
4
BAC icon
Bank of America
BAC
+$3.29M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.87M

Sector Composition

1 Technology 19.31%
2 Healthcare 15.89%
3 Financials 12.34%
4 Consumer Discretionary 6.77%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.81M 0.66%
140,887
-96,275
52
$4.77M 0.65%
22,462
-827
53
$4.68M 0.64%
122,473
+2,284
54
$4.6M 0.63%
12,825
-1,200
55
$4.15M 0.57%
1,623
-58
56
$4M 0.55%
26,771
-786
57
$3.88M 0.53%
119,604
-12,409
58
$3.88M 0.53%
52,611
+6,890
59
$3.88M 0.53%
4,713
-85
60
$3.75M 0.51%
74,578
+3,825
61
$3.73M 0.51%
90,244
-2,399
62
$3.71M 0.51%
194,757
+52,359
63
$3.7M 0.51%
125,106
-6,941
64
$3.66M 0.5%
25,318
-856
65
$3.63M 0.5%
50,073
+1,470
66
$3.4M 0.47%
6,787
-1,226
67
$3.3M 0.45%
39,371
-455
68
$3.22M 0.44%
21,648
-614
69
$3.03M 0.42%
63,978
-8,210
70
$2.77M 0.38%
26,449
-2,631
71
$2.68M 0.37%
11,307
-1,071
72
$2.57M 0.35%
15,904
-1,690
73
$2.43M 0.33%
15,094
-100
74
$2.41M 0.33%
45,675
-2,544
75
$2.35M 0.32%
20,523
-1,449
1 2
3
4 5