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
$623M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$5.57M
3
+$5.32M
4
MSFT icon
Microsoft
MSFT
+$1.66M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$5.89M
2
+$4.03M
3
+$1.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.06M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$704K

Sector Composition

1 Healthcare 16.96%
2 Technology 14.73%
3 Financials 10.58%
4 Consumer Discretionary 5.74%
5 Consumer Staples 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.3M 0.37%
9,954
-181
77
$2.24M 0.36%
37,193
+1,802
78
$2.21M 0.35%
26,189
-7,940
79
$2.17M 0.35%
17,285
+608
80
$2.14M 0.34%
39,053
-170
81
$2.04M 0.33%
78,235
-5,064
82
$2M 0.32%
4,226
-28
83
$1.97M 0.32%
7,274
+1,182
84
$1.94M 0.31%
16,284
+3,664
85
$1.93M 0.31%
31,551
-1,007
86
$1.87M 0.3%
26,422
+1,024
87
$1.8M 0.29%
18,912
-333
88
$1.75M 0.28%
70,132
+9,963
89
$1.71M 0.28%
16,020
+1,340
90
$1.66M 0.27%
58,107
+10,310
91
$1.55M 0.25%
8,398
+1,396
92
$1.51M 0.24%
23,032
-136
93
$1.5M 0.24%
41,812
-637
94
$1.46M 0.23%
20,586
-837
95
$1.39M 0.22%
163,711
+500
96
$1.31M 0.21%
44,769
-12,246
97
$1.26M 0.2%
17,211
-186
98
$1.26M 0.2%
2,670
+325
99
$1.25M 0.2%
+18,370
100
$1.23M 0.2%
14,844
-5,111
2 3
4
5 6