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
$623M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$5.57M
3
+$5.32M
4
MSFT icon
Microsoft
MSFT
+$1.66M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$5.89M
2
+$4.03M
3
+$1.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.06M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$704K

Sector Composition

1 Healthcare 16.96%
2 Technology 14.73%
3 Financials 10.58%
4 Consumer Discretionary 5.74%
5 Consumer Staples 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$430K 0.07%
+7,380
152
$423K 0.07%
3,483
153
$422K 0.07%
8,906
+1,910
154
$419K 0.07%
3,641
-208
155
$418K 0.07%
7,184
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156
$404K 0.06%
7,631
-300
157
$403K 0.06%
6,051
-225
158
$402K 0.06%
7,178
159
$401K 0.06%
6,267
-365
160
$393K 0.06%
6,093
-324
161
$392K 0.06%
6,975
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162
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+8,149
163
$388K 0.06%
13,535
-150
164
$385K 0.06%
3,212
165
$379K 0.06%
2,018
166
$375K 0.06%
4,126
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167
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168
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$364K 0.06%
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170
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3,202
171
$346K 0.06%
4,715
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172
$319K 0.05%
5,252
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173
$318K 0.05%
+10,147
174
$312K 0.05%
2,975
175
$305K 0.05%
6,130
-200
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7
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