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
$745M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$22.3M
3
+$18.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.1M

Top Sells

1
+$20.1M
2
+$6.16M
3
+$4.43M
4
INTC icon
Intel
INTC
+$3.03M
5
MRNA icon
Moderna
MRNA
+$1.85M

Sector Composition

1 Technology 17.02%
2 Healthcare 16.69%
3 Financials 10.34%
4 Consumer Discretionary 6.07%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$672K 0.09%
3,210
127
$671K 0.09%
9,115
+25
128
$659K 0.09%
3,885
-400
129
$641K 0.09%
15,410
130
$594K 0.08%
2,455
-30
131
$579K 0.08%
5,705
-120
132
$557K 0.07%
4,244
-23
133
$543K 0.07%
8,194
+1,284
134
$531K 0.07%
2,137
+35
135
$511K 0.07%
4,960
136
$510K 0.07%
17,870
-577
137
$502K 0.07%
5,029
-1,545
138
$500K 0.07%
3,658
+130
139
$498K 0.07%
2,250
140
$490K 0.07%
12,000
141
$490K 0.07%
7,013
-1,913
142
$487K 0.07%
3,683
-1,155
143
$475K 0.06%
2,573
-4,995
144
$474K 0.06%
6,770
-2,285
145
$469K 0.06%
14,052
-112
146
$463K 0.06%
5,932
-1,200
147
$460K 0.06%
9,225
-2,249
148
$457K 0.06%
11,204
-4,328
149
$456K 0.06%
+3,596
150
$450K 0.06%
3,202
4 5
6
7 8