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
$623M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$5.57M
3
+$5.32M
4
MSFT icon
Microsoft
MSFT
+$1.66M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$5.89M
2
+$4.03M
3
+$1.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.06M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$704K

Sector Composition

1 Healthcare 16.96%
2 Technology 14.73%
3 Financials 10.58%
4 Consumer Discretionary 5.74%
5 Consumer Staples 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.2%
+47,557
102
$1.21M 0.19%
13,478
+872
103
$1.18M 0.19%
12,202
-209
104
$1.16M 0.19%
13,814
+10,218
105
$1.12M 0.18%
+4,207
106
$1.1M 0.18%
+7,992
107
$1.09M 0.18%
15,133
+642
108
$1.07M 0.17%
+13,069
109
$1.06M 0.17%
13,477
-540
110
$1.05M 0.17%
2,722
-243
111
$906K 0.15%
7,480
-260
112
$898K 0.14%
+3,387
113
$858K 0.14%
+34,764
114
$858K 0.14%
+16,950
115
$858K 0.14%
55,924
-574
116
$835K 0.13%
2,851
-25
117
$814K 0.13%
+10,965
118
$782K 0.13%
25,365
+362
119
$747K 0.12%
19,382
-1,191
120
$691K 0.11%
7,220
+100
121
$674K 0.11%
19,793
-1,281
122
$673K 0.11%
3,701
-120
123
$671K 0.11%
3,805
-50
124
$663K 0.11%
4,437
-480
125
$648K 0.1%
9,226
-363
3 4
5
6 7