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HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $772M
1-Year Est. Return 25.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$772M
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$943K
3
+$859K
4
NOW icon
ServiceNow
NOW
+$501K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$482K

Top Sells

1
+$9.06M
2
+$5.45M
3
+$5.38M
4
ADBE icon
Adobe
ADBE
+$4.43M
5
UNH icon
UnitedHealth
UNH
+$4.41M

Sector Composition

1 Technology 21.27%
2 Healthcare 14.36%
3 Financials 12.49%
4 Consumer Discretionary 6.07%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
101
Emerson Electric
EMR
$84.5B
$807K 0.1%
6,162
-800
IYW icon
102
iShares US Technology ETF
IYW
$24.8B
$771K 0.1%
4,250
-120
GEV icon
103
GE Vernova
GEV
$269B
$706K 0.09%
809
LMT icon
104
Lockheed Martin
LMT
$124B
$657K 0.09%
1,087
-309
COF icon
105
Capital One
COF
$124B
$654K 0.08%
3,584
VZ icon
106
Verizon
VZ
$195B
$597K 0.08%
11,889
-1,944
GLW icon
107
Corning
GLW
$155B
$584K 0.08%
4,295
-250
IJR icon
108
iShares Core S&P Small-Cap ETF
IJR
$107B
$575K 0.07%
4,626
-10
MA icon
109
Mastercard
MA
$440B
$573K 0.07%
1,147
IVV icon
110
iShares Core S&P 500 ETF
IVV
$821B
$572K 0.07%
875
NYF icon
111
iShares New York Muni Bond ETF
NYF
$1.34B
$542K 0.07%
10,203
NOC icon
112
Northrop Grumman
NOC
$78.4B
$522K 0.07%
765
-525
T icon
113
AT&T
T
$160B
$486K 0.06%
16,763
-6,338
AMT icon
114
American Tower
AMT
$85.8B
$456K 0.06%
2,640
-285
HUBB icon
115
Hubbell
HUBB
$26.9B
$442K 0.06%
900
CB icon
116
Chubb
CB
$128B
$426K 0.06%
1,308
+219
SPYG icon
117
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.7B
$398K 0.05%
4,067
-423
ITW icon
118
Illinois Tool Works
ITW
$76.4B
$376K 0.05%
1,443
-25
AFL icon
119
Aflac
AFL
$59.8B
$373K 0.05%
3,399
EXR icon
120
Extra Space Storage
EXR
$31.1B
$369K 0.05%
2,817
OSK icon
121
Oshkosh
OSK
$8.62B
$362K 0.05%
2,456
-675
VLO icon
122
Valero Energy
VLO
$72.6B
$352K 0.05%
1,425
MPC icon
123
Marathon Petroleum
MPC
$73B
$344K 0.04%
1,407
KO icon
124
Coca-Cola
KO
$345B
$340K 0.04%
4,470
-140
BA icon
125
Boeing
BA
$180B
$337K 0.04%
1,692
-250
3 4
5
6 7