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
$715M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.3M
3
+$3.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.46M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.87M

Top Sells

1
+$12.6M
2
+$1.98M
3
+$1.74M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.41M
5
DUK icon
Duke Energy
DUK
+$957K

Sector Composition

1 Technology 17.56%
2 Healthcare 15.61%
3 Financials 11.86%
4 Consumer Discretionary 5.71%
5 Consumer Staples 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.77M 0.39%
39,709
+1,184
77
$2.66M 0.37%
86,158
+7,408
78
$2.64M 0.37%
31,434
-1,364
79
$2.61M 0.36%
24,507
-1,277
80
$2.56M 0.36%
106,293
-66
81
$2.49M 0.35%
25,125
-785
82
$2.41M 0.34%
11,018
83
$2.33M 0.33%
18,617
+9,271
84
$2.32M 0.32%
17,419
-3,695
85
$2.16M 0.3%
43,937
+4,619
86
$2.11M 0.29%
16,077
-81
87
$2.03M 0.28%
19,914
+4,436
88
$2.02M 0.28%
+27,318
89
$1.9M 0.27%
49,784
-12,381
90
$1.77M 0.25%
56,837
-403,309
91
$1.67M 0.23%
24,680
+1,167
92
$1.55M 0.22%
7,282
-70
93
$1.54M 0.22%
19,967
-8,345
94
$1.54M 0.22%
3,098
-402
95
$1.53M 0.21%
30,275
-9,525
96
$1.45M 0.2%
16,636
-225
97
$1.44M 0.2%
58,726
-19,353
98
$1.41M 0.2%
43,107
-2,625
99
$1.4M 0.2%
18,865
-500
100
$1.36M 0.19%
19,691
-315
2 3
4
5 6