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
$769M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.58M
3
+$2.75M
4
BAC icon
Bank of America
BAC
+$1.82M
5
HD icon
Home Depot
HD
+$1.49M

Top Sells

1
+$398M
2
+$175M
3
+$4.68M
4
WMT icon
Walmart
WMT
+$4.55M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.68%
3 Financials 12.21%
4 Consumer Discretionary 7.21%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$305K 0.04%
8,609
152
$302K 0.04%
5,020
+207
153
$294K 0.04%
2,276
+351
154
$294K 0.04%
20,000
155
$291K 0.04%
900
156
$286K 0.04%
15,704
157
$267K 0.03%
+2,514
158
$264K 0.03%
23,870
159
$264K 0.03%
679
+154
160
$257K 0.03%
3,980
161
$256K 0.03%
816
-29
162
$253K 0.03%
3,400
163
$244K 0.03%
6,563
+275
164
$238K 0.03%
5,228
-1,955
165
$223K 0.03%
1,164
166
$221K 0.03%
+1,550
167
$215K 0.03%
492
+12
168
$205K 0.03%
+1,950
169
$200K 0.03%
3,500
170
$187K 0.02%
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
8