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
$745M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$32.6M
2 +$22.3M
3 +$18.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.1M

Top Sells

1 +$20.1M
2 +$6.16M
3 +$4.43M
4
INTC icon
Intel
INTC
+$3.03M
5
MRNA icon
Moderna
MRNA
+$1.85M

Sector Composition

1 Technology 17.02%
2 Healthcare 16.69%
3 Financials 10.34%
4 Consumer Discretionary 6.07%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.19M 0.16%
+3,256
102
$1.19M 0.16%
+31,262
103
$1.18M 0.16%
+28,604
104
$1.13M 0.15%
24,625
-166
105
$1.09M 0.15%
+38,084
106
$1.03M 0.14%
20,745
-688
107
$999K 0.13%
11,919
-1,605
108
$984K 0.13%
12,522
+4,885
109
$948K 0.13%
2,872
-25
110
$926K 0.12%
6,660
+480
111
$903K 0.12%
26,455
+1,014
112
$884K 0.12%
23,962
-600
113
$881K 0.12%
3,956
-50
114
$839K 0.11%
8,697
-10
115
$830K 0.11%
3,881
-221
116
$796K 0.11%
+4,632
117
$792K 0.11%
18,824
+1,444
118
$790K 0.11%
7,324
+424
119
$757K 0.1%
8,760
-1,750
120
$727K 0.1%
4,756
+1,376
121
$726K 0.1%
7,200
122
$720K 0.1%
12,695
-575
123
$717K 0.1%
31,094
124
$677K 0.09%
2,373
125
$677K 0.09%
10,525
-540