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
$560M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$1.83M
3
+$1.82M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.6M
5
AXP icon
American Express
AXP
+$1.22M

Top Sells

1
+$3.69M
2
+$1.23M
3
+$810K
4
ISRG icon
Intuitive Surgical
ISRG
+$591K
5
MSFT icon
Microsoft
MSFT
+$581K

Sector Composition

1 Healthcare 20.23%
2 Technology 19.76%
3 Financials 13.29%
4 Communication Services 8.84%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$384K 0.07%
10,250
-10,000
127
$384K 0.07%
9,598
-1,017
128
$382K 0.07%
12,000
129
$381K 0.07%
+8,704
130
$377K 0.07%
6,202
-300
131
$366K 0.07%
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132
$361K 0.06%
15,259
-2,468
133
$332K 0.06%
8,474
-165
134
$329K 0.06%
2,250
135
$326K 0.06%
22,000
136
$322K 0.06%
6,043
-319
137
$321K 0.06%
500
138
$297K 0.05%
3,500
139
$292K 0.05%
4,860
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140
$286K 0.05%
4,385
-2,129
141
$282K 0.05%
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142
$282K 0.05%
4,408
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143
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3,202
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144
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12,480
-1,550
145
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1,185
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146
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+7,226
147
$252K 0.05%
2,160
148
$247K 0.04%
6,511
+517
149
$244K 0.04%
10,010
-1,145
150
$238K 0.04%
3,970
3 4 5
6
7