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
$560M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$1.83M
3
+$1.82M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.6M
5
AXP icon
American Express
AXP
+$1.22M

Top Sells

1
+$3.69M
2
+$1.23M
3
+$810K
4
ISRG icon
Intuitive Surgical
ISRG
+$591K
5
MSFT icon
Microsoft
MSFT
+$581K

Sector Composition

1 Healthcare 20.23%
2 Technology 19.76%
3 Financials 13.29%
4 Communication Services 8.84%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.6M 0.29%
21,231
-625
77
$1.57M 0.28%
24,903
-1,100
78
$1.56M 0.28%
12,230
+513
79
$1.56M 0.28%
6,943
-115
80
$1.5M 0.27%
12,682
+214
81
$1.26M 0.23%
16,032
-1,720
82
$1.26M 0.22%
8,950
-500
83
$1.25M 0.22%
893
-5
84
$1.22M 0.22%
9,221
+712
85
$1.22M 0.22%
+8,600
86
$1.2M 0.21%
15,485
-918
87
$1.2M 0.21%
27,512
-800
88
$1.15M 0.21%
7,592
89
$1.15M 0.2%
+18,776
90
$1.14M 0.2%
3,472
-320
91
$1.07M 0.19%
18,414
-7,364
92
$1.07M 0.19%
22,550
-1,700
93
$984K 0.18%
3,040
94
$957K 0.17%
11,738
-729
95
$954K 0.17%
50,807
+3,665
96
$946K 0.17%
4,079
+15
97
$826K 0.15%
5,918
+2,578
98
$766K 0.14%
7,812
+623
99
$750K 0.13%
4,747
-378
100
$727K 0.13%
2,920
-125
2 3
4
5 6