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
$883M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.52M
3
+$1.08M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$943K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$942K

Top Sells

1
+$4.58M
2
+$3.18M
3
+$1.31M
4
JPM icon
JPMorgan Chase
JPM
+$1.26M
5
GTLS icon
Chart Industries
GTLS
+$1.18M

Sector Composition

1 Technology 22.24%
2 Healthcare 16.04%
3 Financials 13.59%
4 Industrials 7.17%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$258K 0.03%
10,088
-3,625
152
$246K 0.03%
1,600
153
$241K 0.03%
2,706
154
$235K 0.03%
+2,000
155
$225K 0.03%
7,609
156
$224K 0.03%
811
-10
157
$224K 0.03%
415
158
$223K 0.03%
+210
159
$218K 0.02%
3,000
160
$216K 0.02%
6,600
+1,137
161
$215K 0.02%
+5,368
162
$215K 0.02%
6,625
163
$206K 0.02%
1,100
164
$205K 0.02%
+2,915
165
$191K 0.02%
17,600
166
$147K 0.02%
16,000
167
$133K 0.02%
10,000
168
$129K 0.01%
10,500
169
$128K 0.01%
10,500
170
$124K 0.01%
11,500
171
$123K 0.01%
+23,000
172
$107K 0.01%
15,700
173
$105K 0.01%
11,280
174
$104K 0.01%
+11,000
175
$93.2K 0.01%
10,500
4 5 6
7
8