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
$709M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.15M
3
+$1.2M
4
GWW icon
W.W. Grainger
GWW
+$1.15M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.15M

Top Sells

1
+$4.84M
2
+$2.03M
3
+$1.55M
4
MSFT icon
Microsoft
MSFT
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.17M

Sector Composition

1 Technology 18.87%
2 Healthcare 15.47%
3 Financials 11.23%
4 Consumer Discretionary 6.34%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.52M 0.36%
9,575
-344
77
$2.16M 0.31%
142,398
+28,275
78
$2.13M 0.3%
15,194
+25
79
$2.13M 0.3%
21,235
-5,671
80
$2.13M 0.3%
20,643
-1,881
81
$2.06M 0.29%
63,696
-13,138
82
$1.95M 0.27%
11,848
-3,368
83
$1.91M 0.27%
18,036
-3,084
84
$1.7M 0.24%
12,748
+61
85
$1.63M 0.23%
11,018
86
$1.5M 0.21%
25,503
+88
87
$1.49M 0.21%
15,381
-418
88
$1.42M 0.2%
3,971
-121
89
$1.36M 0.19%
2,413
-449
90
$1.34M 0.19%
12,549
+908
91
$1.32M 0.19%
6,882
-233
92
$1.3M 0.18%
36,518
-4,471
93
$1.17M 0.17%
18,130
+37
94
$1.16M 0.16%
140,986
-4,850
95
$1.11M 0.16%
11,456
-75
96
$1.11M 0.16%
13,649
-9,713
97
$1.1M 0.16%
15,774
-2,341
98
$1.06M 0.15%
7,338
-2,805
99
$1.02M 0.14%
22,975
-5,874
100
$1.01M 0.14%
17,351
-1,316
2 3
4
5 6