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
$883M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.52M
3
+$1.08M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$943K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$942K

Top Sells

1
+$4.58M
2
+$3.18M
3
+$1.31M
4
JPM icon
JPMorgan Chase
JPM
+$1.26M
5
GTLS icon
Chart Industries
GTLS
+$1.18M

Sector Composition

1 Technology 22.24%
2 Healthcare 16.04%
3 Financials 13.59%
4 Industrials 7.17%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.23M 0.59%
406,443
+43,792
52
$5.05M 0.57%
17,436
-162
53
$4.84M 0.55%
107,810
+9,970
54
$4.66M 0.53%
24,834
-93
55
$4.4M 0.5%
7,678
-308
56
$4.3M 0.49%
58,113
+8,156
57
$4.25M 0.48%
96,628
-1,108
58
$4.14M 0.47%
156,097
-21,117
59
$3.89M 0.44%
33,339
+1,708
60
$3.85M 0.44%
165,383
-5,456
61
$3.83M 0.43%
48,721
+807
62
$3.67M 0.42%
61,504
+3,377
63
$3.53M 0.4%
39,100
-1,409
64
$3.49M 0.4%
90,951
-1,780
65
$3.48M 0.39%
22,459
-1,096
66
$3.34M 0.38%
23,031
-1,165
67
$3.33M 0.38%
118,153
-4,497
68
$3.26M 0.37%
38,028
+1,076
69
$3.23M 0.37%
19,279
-1,596
70
$3.03M 0.34%
18,182
-308
71
$2.9M 0.33%
13,212
-1,002
72
$2.75M 0.31%
9,380
-100
73
$2.56M 0.29%
4,502
-77
74
$2.55M 0.29%
46,244
-8,254
75
$2.52M 0.28%
11,000
1 2
3
4 5