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
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128
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3,212
129
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130
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10,967
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8,609
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149
$332K 0.05%
5,929
-1,299
150
$323K 0.05%
2,276
-584