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
$883M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.52M
3
+$1.08M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$943K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$942K

Top Sells

1
+$4.58M
2
+$3.18M
3
+$1.31M
4
JPM icon
JPMorgan Chase
JPM
+$1.26M
5
GTLS icon
Chart Industries
GTLS
+$1.18M

Sector Composition

1 Technology 22.24%
2 Healthcare 16.04%
3 Financials 13.59%
4 Industrials 7.17%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$430K 0.05%
11,469
-3,546
127
$421K 0.05%
2,812
-52
128
$412K 0.05%
47,962
-65,650
129
$406K 0.05%
1,799
-274
130
$397K 0.04%
7,760
-420
131
$391K 0.04%
8,706
-2,243
132
$384K 0.04%
5,354
-4,405
133
$377K 0.04%
900
134
$375K 0.04%
3,622
135
$352K 0.04%
1,500
136
$348K 0.04%
2,697
137
$336K 0.04%
4,437
-1,650
138
$326K 0.04%
1,250
139
$304K 0.03%
1,575
140
$301K 0.03%
15,704
141
$300K 0.03%
2,950
142
$296K 0.03%
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143
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144
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2,500
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145
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20,000
146
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4,413
-400
147
$269K 0.03%
23,870
148
$265K 0.03%
6,243
-45
149
$263K 0.03%
12,000
150
$262K 0.03%
+2,000
4 5
6
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