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
$560M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$1.83M
3
+$1.82M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.6M
5
AXP icon
American Express
AXP
+$1.22M

Top Sells

1
+$3.69M
2
+$1.23M
3
+$810K
4
ISRG icon
Intuitive Surgical
ISRG
+$591K
5
MSFT icon
Microsoft
MSFT
+$581K

Sector Composition

1 Healthcare 20.23%
2 Technology 19.76%
3 Financials 13.29%
4 Communication Services 8.84%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$704K 0.13%
3,180
-65
102
$699K 0.12%
19,276
-33,991
103
$699K 0.12%
6,437
-190
104
$693K 0.12%
9,140
-1,210
105
$692K 0.12%
2,578
-65
106
$667K 0.12%
3,509
107
$627K 0.11%
6,080
108
$608K 0.11%
12,375
+11,787
109
$587K 0.1%
+5,900
110
$583K 0.1%
+11,200
111
$579K 0.1%
20,077
-135
112
$578K 0.1%
+13,682
113
$543K 0.1%
29,641
114
$519K 0.09%
3,025
-50
115
$504K 0.09%
2,486
-150
116
$496K 0.09%
6,930
-455
117
$486K 0.09%
15,745
-110
118
$481K 0.09%
3,630
-200
119
$479K 0.09%
5,460
120
$468K 0.08%
1,937
-123
121
$451K 0.08%
3,593
122
$447K 0.08%
3,312
123
$438K 0.08%
7,202
124
$403K 0.07%
7,655
125
$396K 0.07%
6,046
-110
3 4
5
6 7