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
$730M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.43M
3
+$3.39M
4
MCD icon
McDonald's
MCD
+$2.05M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.82M

Top Sells

1
+$15M
2
+$3.8M
3
+$3.3M
4
BAC icon
Bank of America
BAC
+$3.29M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.87M

Sector Composition

1 Technology 19.31%
2 Healthcare 15.89%
3 Financials 12.34%
4 Consumer Discretionary 6.77%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$924K 0.13%
3,841
+410
102
$912K 0.12%
1,988
-224
103
$899K 0.12%
11,894
-1,168
104
$895K 0.12%
51,674
-3,239
105
$862K 0.12%
19,708
-3,267
106
$834K 0.11%
8,049
-1,360
107
$796K 0.11%
34,764
108
$783K 0.11%
15,126
-2,225
109
$768K 0.11%
14,810
-300
110
$760K 0.1%
5,679
-889
111
$760K 0.1%
7,215
+2,515
112
$723K 0.1%
8,541
+776
113
$692K 0.09%
12,000
114
$691K 0.09%
10,990
-1,015
115
$675K 0.09%
16,948
+1,737
116
$659K 0.09%
3,212
117
$638K 0.09%
9,887
-820
118
$636K 0.09%
8,289
-292
119
$609K 0.08%
5,040
+700
120
$604K 0.08%
2,671
-228
121
$555K 0.08%
11,819
-832
122
$552K 0.08%
10,200
-5,500
123
$549K 0.08%
2,135
-17
124
$547K 0.07%
1,760
+60
125
$541K 0.07%
11,248
-1,232
3 4
5
6 7