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
$769M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.58M
3
+$2.75M
4
BAC icon
Bank of America
BAC
+$1.82M
5
HD icon
Home Depot
HD
+$1.49M

Top Sells

1
+$398M
2
+$175M
3
+$4.68M
4
WMT icon
Walmart
WMT
+$4.55M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.68%
3 Financials 12.21%
4 Consumer Discretionary 7.21%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.33M 0.3%
17,340
-1,066
77
$2.24M 0.29%
22,510
+4,610
78
$2.21M 0.29%
55,064
+10,470
79
$2.16M 0.28%
18,423
+1,525
80
$1.95M 0.25%
9,005
+818
81
$1.9M 0.25%
11,000
82
$1.72M 0.22%
12,894
-2,947
83
$1.69M 0.22%
26,056
+176
84
$1.68M 0.22%
16,814
+7,857
85
$1.64M 0.21%
4,046
+121
86
$1.61M 0.21%
13,149
+300
87
$1.58M 0.21%
32,627
+1,150
88
$1.58M 0.2%
6,885
+450
89
$1.56M 0.2%
21,654
+150
90
$1.56M 0.2%
2,353
+237
91
$1.27M 0.16%
13,251
+2,319
92
$1.22M 0.16%
10,819
93
$1.19M 0.15%
14,736
+1,725
94
$1.07M 0.14%
122,687
+3,303
95
$1.07M 0.14%
2,242
-20
96
$986K 0.13%
7,105
-60
97
$979K 0.13%
11,409
+979
98
$976K 0.13%
7,565
99
$946K 0.12%
2,063
+190
100
$924K 0.12%
3,161
+552
2 3
4
5 6