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
$432M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$2.78M
3
+$1.04M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.03M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$933K

Top Sells

1
+$1.57M
2
+$1.14M
3
+$704K
4
VLO icon
Valero Energy
VLO
+$594K
5
XOM icon
Exxon Mobil
XOM
+$563K

Sector Composition

1 Healthcare 23.79%
2 Financials 16.43%
3 Technology 15.63%
4 Communication Services 8.18%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.28%
13,126
-1,307
77
$1.16M 0.27%
5,601
+75
78
$1.14M 0.26%
1,036
+23
79
$1.12M 0.26%
3,467
-450
80
$1.09M 0.25%
18,689
81
$1.07M 0.25%
13,390
+1,973
82
$1.05M 0.24%
5,153
-434
83
$1.04M 0.24%
12,476
+85
84
$1.03M 0.24%
+15,695
85
$1.03M 0.24%
10,495
-400
86
$1.01M 0.23%
43,970
+8,020
87
$983K 0.23%
21,680
-395
88
$933K 0.22%
+4,995
89
$913K 0.21%
5,366
90
$906K 0.21%
10,431
-83
91
$903K 0.21%
+88,659
92
$893K 0.21%
4,845
-6,159
93
$887K 0.21%
4,691
-62
94
$886K 0.21%
17,288
-396
95
$884K 0.2%
+11,290
96
$853K 0.2%
30,425
+6,140
97
$775K 0.18%
+13,650
98
$767K 0.18%
+900
99
$767K 0.18%
9,366
-63
100
$723K 0.17%
3,625
+100
2 3
4
5 6