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
$883M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.52M
3
+$1.08M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$943K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$942K

Top Sells

1
+$4.58M
2
+$3.18M
3
+$1.31M
4
JPM icon
JPMorgan Chase
JPM
+$1.26M
5
GTLS icon
Chart Industries
GTLS
+$1.18M

Sector Composition

1 Technology 22.24%
2 Healthcare 16.04%
3 Financials 13.59%
4 Industrials 7.17%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.29M 0.26%
17,145
-199
77
$2.14M 0.24%
12,426
78
$1.94M 0.22%
13,441
-407
79
$1.85M 0.21%
2,018
-38
80
$1.79M 0.2%
18,047
-735
81
$1.76M 0.2%
16,300
+128
82
$1.69M 0.19%
22,303
-153
83
$1.67M 0.19%
20,280
84
$1.64M 0.19%
8,665
+1,500
85
$1.59M 0.18%
3,115
+130
86
$1.52M 0.17%
15,281
-537
87
$1.52M 0.17%
+11,563
88
$1.4M 0.16%
10,578
-34,692
89
$1.31M 0.15%
10,607
-100
90
$1.2M 0.14%
10,594
91
$1.19M 0.13%
11,278
92
$1.14M 0.13%
9,869
-493
93
$1.13M 0.13%
3,212
94
$1.12M 0.13%
21,581
-2,005
95
$1.08M 0.12%
12,778
+1,087
96
$1.07M 0.12%
5,830
-808
97
$1.06M 0.12%
26,487
-10,817
98
$1.04M 0.12%
2,212
-50
99
$981K 0.11%
24,109
+1,827
100
$959K 0.11%
2,644
+35
2 3
4
5 6