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
$709M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$3.11M
2 +$2.15M
3 +$1.2M
4
GWW icon
W.W. Grainger
GWW
+$1.15M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.15M

Top Sells

1 +$4.84M
2 +$2.03M
3 +$1.55M
4
MSFT icon
Microsoft
MSFT
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.17M

Sector Composition

1 Technology 18.87%
2 Healthcare 15.47%
3 Financials 11.23%
4 Consumer Discretionary 6.34%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.01M 0.14%
2,285
-285
102
$985K 0.14%
29,556
-10,404
103
$957K 0.14%
7,790
-95
104
$923K 0.13%
7,053
-263
105
$905K 0.13%
2,212
-87
106
$900K 0.13%
9,409
-1,053
107
$886K 0.12%
12,304
-382
108
$863K 0.12%
13,062
-3,186
109
$859K 0.12%
3,431
-61
110
$825K 0.12%
54,913
-5,680
111
$801K 0.11%
15,700
-150
112
$795K 0.11%
2,911
-503
113
$789K 0.11%
6,568
-300
114
$787K 0.11%
2,431
-273
115
$771K 0.11%
34,764
116
$747K 0.11%
15,110
117
$731K 0.1%
27,021
-18,933
118
$688K 0.1%
12,005
-818
119
$646K 0.09%
15,142
-2,327
120
$640K 0.09%
8,581
-47
121
$635K 0.09%
10,707
-235
122
$631K 0.09%
13,227
-11,840
123
$610K 0.09%
7,765
+642
124
$603K 0.09%
2,899
-423
125
$600K 0.08%
19,915