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
$745M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$22.3M
3
+$18.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.1M

Top Sells

1
+$20.1M
2
+$6.16M
3
+$4.43M
4
INTC icon
Intel
INTC
+$3.03M
5
MRNA icon
Moderna
MRNA
+$1.85M

Sector Composition

1 Technology 17.02%
2 Healthcare 16.69%
3 Financials 10.34%
4 Consumer Discretionary 6.07%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$450K 0.06%
2,975
-50
152
$447K 0.06%
7,152
-2,242
153
$446K 0.06%
1,860
-19
154
$445K 0.06%
7,178
-150
155
$436K 0.06%
6,046
-1,819
156
$423K 0.06%
+933
157
$402K 0.05%
1,990
-20
158
$401K 0.05%
8,512
+541
159
$394K 0.05%
9,433
+685
160
$382K 0.05%
9,878
+3
161
$381K 0.05%
5,426
162
$378K 0.05%
3,212
163
$360K 0.05%
6,351
-150
164
$356K 0.05%
500
165
$355K 0.05%
6,400
166
$346K 0.05%
8,776
-240
167
$331K 0.04%
+8,730
168
$317K 0.04%
+5,780
169
$316K 0.04%
3,981
+25
170
$315K 0.04%
+4,860
171
$315K 0.04%
3,500
172
$309K 0.04%
9,007
-35
173
$304K 0.04%
6,797
174
$301K 0.04%
4,722
-8
175
$299K 0.04%
10,182
5 6
7
8 9