HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $904M
1-Year Est. Return 23.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$883M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.51M
3
+$1.21M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$952K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$945K

Top Sells

1
+$5.64M
2
+$3.26M
3
+$1.22M
4
CIEN icon
Ciena
CIEN
+$1.11M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 22.24%
2 Healthcare 16.04%
3 Financials 13.59%
4 Industrials 7.17%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$883K 0.1%
1,816
-99
102
$840K 0.1%
36,897
-4,370
103
$776K 0.09%
14,194
+2,349
104
$771K 0.09%
10,088
-371
105
$764K 0.09%
6,940
-625
106
$740K 0.08%
4,640
107
$725K 0.08%
14,610
-200
108
$649K 0.07%
3,666
+254
109
$636K 0.07%
3,815
-25
110
$624K 0.07%
3,500
111
$619K 0.07%
12,030
112
$603K 0.07%
5,416
-2,399
113
$596K 0.07%
10,528
-1,982
114
$571K 0.06%
1,084
115
$557K 0.06%
+1,379
116
$535K 0.06%
10,050
-1,000
117
$503K 0.06%
5,722
-380
118
$486K 0.06%
2,983
119
$486K 0.06%
4,219
-363
120
$475K 0.05%
1,720
121
$457K 0.05%
9,615
122
$456K 0.05%
775
123
$451K 0.05%
1,780
-125
124
$440K 0.05%
2,484
125
$438K 0.05%
4,602
-38
3 4
5
6 7