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
$623M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$5.57M
3
+$5.32M
4
MSFT icon
Microsoft
MSFT
+$1.66M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$5.89M
2
+$4.03M
3
+$1.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.06M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$704K

Sector Composition

1 Healthcare 16.96%
2 Technology 14.73%
3 Financials 10.58%
4 Consumer Discretionary 5.74%
5 Consumer Staples 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$624K 0.1%
7,159
-76
127
$623K 0.1%
21,459
-2,240
128
$622K 0.1%
31,094
129
$604K 0.1%
3,681
-175
130
$598K 0.1%
2,260
131
$593K 0.1%
7,346
-242
132
$574K 0.09%
5,550
-1,050
133
$547K 0.09%
15,410
134
$499K 0.08%
2,214
-141
135
$494K 0.08%
1,782
-54
136
$487K 0.08%
2,697
-375
137
$482K 0.08%
4,515
138
$477K 0.08%
2,273
-100
139
$474K 0.08%
10,883
-1,331
140
$471K 0.08%
+5,102
141
$468K 0.08%
12,000
142
$452K 0.07%
8,065
-1,025
143
$445K 0.07%
2,140
-35
144
$441K 0.07%
3,904
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145
$440K 0.07%
9,464
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146
$438K 0.07%
8,748
+454
147
$437K 0.07%
5,050
-292
148
$437K 0.07%
+8,675
149
$435K 0.07%
17,170
-400
150
$433K 0.07%
11,881
-637
4 5
6
7 8