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
$730M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.43M
3
+$3.39M
4
MCD icon
McDonald's
MCD
+$2.05M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.82M

Top Sells

1
+$15M
2
+$3.8M
3
+$3.3M
4
BAC icon
Bank of America
BAC
+$3.29M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.87M

Sector Composition

1 Technology 19.31%
2 Healthcare 15.89%
3 Financials 12.34%
4 Consumer Discretionary 6.77%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$302K 0.04%
5,020
-909
152
$294K 0.04%
2,276
153
$294K 0.04%
20,000
154
$291K 0.04%
900
155
$290K 0.04%
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156
$286K 0.04%
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157
$267K 0.04%
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158
$264K 0.04%
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159
$264K 0.04%
679
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160
$257K 0.04%
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161
$256K 0.04%
816
162
$253K 0.03%
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163
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6,563
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164
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-7,999
165
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166
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1,550
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167
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168
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169
$200K 0.03%
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170
$187K 0.03%
17,600
171
$159K 0.02%
16,000
172
$159K 0.02%
15,700
173
$127K 0.02%
10,500
174
$127K 0.02%
10,500
175
$116K 0.02%
3,667
4 5 6
7
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