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
$709M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.15M
3
+$1.2M
4
GWW icon
W.W. Grainger
GWW
+$1.15M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.15M

Top Sells

1
+$4.84M
2
+$2.03M
3
+$1.55M
4
MSFT icon
Microsoft
MSFT
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.17M

Sector Composition

1 Technology 18.87%
2 Healthcare 15.47%
3 Financials 11.23%
4 Consumer Discretionary 6.34%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$587K 0.08%
12,000
127
$564K 0.08%
5,983
-118
128
$563K 0.08%
3,212
129
$546K 0.08%
12,480
-63
130
$522K 0.07%
12,651
-100
131
$518K 0.07%
15,211
+1,361
132
$496K 0.07%
2,152
-200
133
$495K 0.07%
5,607
-134
134
$495K 0.07%
5,182
-1,453
135
$483K 0.07%
4,700
+2,000
136
$457K 0.06%
1,700
-524
137
$455K 0.06%
4,340
-80
138
$425K 0.06%
7,145
139
$413K 0.06%
1,042
140
$395K 0.06%
3,183
-300
141
$389K 0.05%
3,075
-245
142
$384K 0.05%
2,260
143
$365K 0.05%
7,308
-138
144
$348K 0.05%
+2,864
145
$348K 0.05%
810
+35
146
$345K 0.05%
1,750
-467
147
$334K 0.05%
10,967
-5,917
148
$333K 0.05%
8,609
-1,248
149
$332K 0.05%
5,929
-1,299
150
$323K 0.05%
2,276
-584
4 5
6
7 8