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
$560M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$1.83M
3
+$1.82M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.6M
5
AXP icon
American Express
AXP
+$1.22M

Top Sells

1
+$3.69M
2
+$1.23M
3
+$810K
4
ISRG icon
Intuitive Surgical
ISRG
+$591K
5
MSFT icon
Microsoft
MSFT
+$581K

Sector Composition

1 Healthcare 20.23%
2 Technology 19.76%
3 Financials 13.29%
4 Communication Services 8.84%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$237K 0.04%
+6,400
152
$236K 0.04%
4,617
-1,100
153
$226K 0.04%
1,625
-275
154
$225K 0.04%
+4,922
155
$223K 0.04%
2,146
-80
156
$215K 0.04%
6,950
-4,450
157
$215K 0.04%
+3,301
158
$214K 0.04%
+588
159
$202K 0.04%
3,650
-3,467
160
$200K 0.04%
15,000
161
$177K 0.03%
10,500
162
$174K 0.03%
5,050
163
$172K 0.03%
12,500
164
$170K 0.03%
10,500
165
$166K 0.03%
11,500
166
$127K 0.02%
11,300
167
$126K 0.02%
10,500
168
$120K 0.02%
12,298
-750
169
$91K 0.02%
3,088
170
$40K 0.01%
900
171
– –
-13,900
172
– –
-5,435
173
– –
-2,463
3 4 5 6
7