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
$715M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.3M
3
+$3.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.46M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.87M

Top Sells

1
+$12.6M
2
+$1.98M
3
+$1.74M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.41M
5
DUK icon
Duke Energy
DUK
+$957K

Sector Composition

1 Technology 17.56%
2 Healthcare 15.61%
3 Financials 11.86%
4 Consumer Discretionary 5.71%
5 Consumer Staples 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.36M 0.19%
11,114
-1,455
102
$1.35M 0.19%
152,836
-2,625
103
$1.33M 0.19%
4,133
-10
104
$1.27M 0.18%
12,980
-50
105
$1.26M 0.18%
18,143
+413
106
$1.25M 0.17%
7,920
-72
107
$1.24M 0.17%
+1,800
108
$1.23M 0.17%
32,402
-4,479
109
$1.2M 0.17%
2,595
-25
110
$1.19M 0.17%
11,777
-325
111
$1.13M 0.16%
58,821
-100
112
$1.1M 0.15%
+38,189
113
$1.09M 0.15%
2,313
-76
114
$1.08M 0.15%
9,684
-4,437
115
$1.06M 0.15%
12,032
-823
116
$1M 0.14%
13,002
-200
117
$953K 0.13%
34,764
118
$915K 0.13%
2,796
-55
119
$875K 0.12%
16,350
-600
120
$852K 0.12%
22,546
+1,770
121
$834K 0.12%
18,344
-200
122
$822K 0.11%
3,593
+17
123
$804K 0.11%
25,585
+12,485
124
$759K 0.11%
+13,748
125
$749K 0.1%
7,220
3 4
5
6 7