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
$769M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.58M
3
+$2.75M
4
BAC icon
Bank of America
BAC
+$1.82M
5
HD icon
Home Depot
HD
+$1.49M

Top Sells

1
+$398M
2
+$175M
3
+$4.68M
4
WMT icon
Walmart
WMT
+$4.55M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.68%
3 Financials 12.21%
4 Consumer Discretionary 7.21%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.29M 0.69%
162,994
-50,557
52
$5.08M 0.66%
1,987
-324
53
$5.02M 0.65%
99,688
-28,138
54
$4.94M 0.64%
6,013
-679
55
$4.85M 0.63%
16,605
+843
56
$4.79M 0.62%
140,734
-12,928
57
$4.75M 0.62%
32,859
-7,033
58
$4.6M 0.6%
12,825
+1,349
59
$4.19M 0.54%
56,821
-10,886
60
$4.03M 0.52%
26,946
+1,353
61
$3.96M 0.51%
133,856
+2,831
62
$3.93M 0.51%
206,147
-31,580
63
$3.8M 0.49%
73,924
+13,656
64
$3.73M 0.48%
90,244
+1,600
65
$3.63M 0.47%
50,073
-195
66
$3.55M 0.46%
74,878
-2,015
67
$3.4M 0.44%
6,787
+971
68
$3.3M 0.43%
39,371
+1,528
69
$3.24M 0.42%
21,823
+218
70
$2.77M 0.36%
26,449
+5,509
71
$2.72M 0.35%
11,507
+1,252
72
$2.57M 0.33%
15,904
+1,121
73
$2.43M 0.32%
15,094
+365
74
$2.41M 0.31%
15,225
-28,768
75
$2.35M 0.31%
20,523
+582
1 2
3
4 5