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
$715M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Sells

1 +$12.6M
2 +$1.98M
3 +$1.74M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.41M
5
DUK icon
Duke Energy
DUK
+$957K

Sector Composition

1 Technology 17.56%
2 Healthcare 15.61%
3 Financials 11.86%
4 Consumer Discretionary 5.71%
5 Consumer Staples 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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