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
$730M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.43M
3
+$3.39M
4
MCD icon
McDonald's
MCD
+$2.05M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.82M

Top Sells

1
+$15M
2
+$3.8M
3
+$3.3M
4
BAC icon
Bank of America
BAC
+$3.29M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.87M

Sector Composition

1 Technology 19.31%
2 Healthcare 15.89%
3 Financials 12.34%
4 Consumer Discretionary 6.77%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$531K 0.07%
5,187
-420
127
$528K 0.07%
4,963
-219
128
$527K 0.07%
4,968
-1,015
129
$486K 0.07%
7,145
130
$463K 0.06%
18,132
-8,889
131
$458K 0.06%
2,864
132
$454K 0.06%
2,238
-11,538
133
$453K 0.06%
3,183
134
$441K 0.06%
1,046
+4
135
$435K 0.06%
7,308
136
$410K 0.06%
2,948
-4,390
137
$402K 0.06%
1,750
138
$386K 0.05%
810
139
$383K 0.05%
2,753
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140
$381K 0.05%
12,140
-7,775
141
$378K 0.05%
2,399
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142
$354K 0.05%
4,800
143
$345K 0.05%
6,552
-8,590
144
$343K 0.05%
3,654
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145
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10,715
-252
146
$323K 0.04%
3,897
147
$312K 0.04%
2,334
148
$307K 0.04%
2,250
-10
149
$307K 0.04%
3,375
150
$305K 0.04%
8,609
4 5
6
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