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
$745M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$32.6M
2 +$22.3M
3 +$18.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.1M

Top Sells

1 +$20.1M
2 +$6.16M
3 +$4.43M
4
INTC icon
Intel
INTC
+$3.03M
5
MRNA icon
Moderna
MRNA
+$1.85M

Sector Composition

1 Technology 17.02%
2 Healthcare 16.69%
3 Financials 10.34%
4 Consumer Discretionary 6.07%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.57M 0.34%
10,384
+5,141
77
$2.34M 0.31%
91,009
+2,545
78
$2.33M 0.31%
+37,152
79
$2.18M 0.29%
69,000
+2,450
80
$2.08M 0.28%
15,082
+322
81
$1.99M 0.27%
73,735
+2,563
82
$1.96M 0.26%
19,345
+1,064
83
$1.84M 0.25%
22,513
+9,978
84
$1.71M 0.23%
17,397
-205
85
$1.66M 0.22%
+22,293
86
$1.64M 0.22%
12,590
+1,158
87
$1.63M 0.22%
20,424
+9,924
88
$1.63M 0.22%
22,253
-615
89
$1.58M 0.21%
164,861
-2,600
90
$1.53M 0.21%
85,852
+25,685
91
$1.53M 0.2%
11,599
+3,536
92
$1.51M 0.2%
7,885
-60
93
$1.47M 0.2%
3,327
-650
94
$1.44M 0.19%
12,198
95
$1.36M 0.18%
13,733
+1,723
96
$1.35M 0.18%
+3,796
97
$1.32M 0.18%
13,084
-297
98
$1.29M 0.17%
+21,813
99
$1.27M 0.17%
14,993
-700
100
$1.23M 0.17%
2,760
+95