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

Top Buys

1
+$8.32M
2
+$1.83M
3
+$1.83M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.6M
5
AXP icon
American Express
AXP
+$1.14M

Top Sells

1
+$3.44M
2
+$1.25M
3
+$810K
4
ISRG icon
Intuitive Surgical
ISRG
+$604K
5
MSFT icon
Microsoft
MSFT
+$571K

Sector Composition

1 Healthcare 20.23%
2 Technology 19.76%
3 Financials 9.85%
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
$382K 0.07%
12,000
128
$381K 0.07%
+8,704
129
$377K 0.07%
6,202
-300
130
$366K 0.07%
6,667
131
$361K 0.06%
15,259
-2,468
132
$332K 0.06%
8,474
-165
133
$329K 0.06%
2,250
134
$326K 0.06%
22,000
135
$322K 0.06%
6,043
-319
136
$321K 0.06%
500
137
$297K 0.05%
3,500
138
$292K 0.05%
4,860
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139
$286K 0.05%
4,385
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140
$282K 0.05%
4,408
-294
141
$282K 0.05%
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+251
142
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3,202
-1
143
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12,480
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144
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1,185
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145
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146
$252K 0.05%
2,160
147
$247K 0.04%
6,511
+517
148
$244K 0.04%
10,010
-1,145
149
$238K 0.04%
3,970
150
$237K 0.04%
+6,400
3 4 5
6
7