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
$769M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.58M
3
+$2.75M
4
BAC icon
Bank of America
BAC
+$1.82M
5
HD icon
Home Depot
HD
+$1.49M

Top Sells

1
+$398M
2
+$175M
3
+$4.68M
4
WMT icon
Walmart
WMT
+$4.55M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.68%
3 Financials 12.21%
4 Consumer Discretionary 7.21%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$924K 0.12%
3,841
+337
102
$899K 0.12%
11,894
+780
103
$895K 0.12%
51,674
+7,593
104
$880K 0.11%
9,614
+914
105
$862K 0.11%
19,708
+2,129
106
$860K 0.11%
8,299
+1,356
107
$799K 0.1%
15,426
+1,391
108
$796K 0.1%
34,764
109
$790K 0.1%
5,904
+3,094
110
$768K 0.1%
14,810
111
$760K 0.1%
7,215
-2,393
112
$723K 0.09%
8,541
-416
113
$692K 0.09%
12,000
114
$691K 0.09%
10,990
+1,121
115
$675K 0.09%
16,948
-921
116
$659K 0.09%
3,212
117
$638K 0.08%
9,887
+2,791
118
$636K 0.08%
8,289
119
$609K 0.08%
5,040
+250
120
$604K 0.08%
2,671
+641
121
$555K 0.07%
11,819
+2,914
122
$552K 0.07%
10,200
-1,000
123
$549K 0.07%
2,135
+215
124
$547K 0.07%
1,760
+510
125
$541K 0.07%
11,248
+1,161
3 4
5
6 7