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
$745M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$22.3M
3
+$18.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.1M

Top Sells

1
+$20.1M
2
+$6.16M
3
+$4.43M
4
INTC icon
Intel
INTC
+$3.03M
5
MRNA icon
Moderna
MRNA
+$1.85M

Sector Composition

1 Technology 17.02%
2 Healthcare 16.69%
3 Financials 10.34%
4 Consumer Discretionary 6.07%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$289K 0.04%
10,250
177
$289K 0.04%
22,000
178
$285K 0.04%
+3,736
179
$284K 0.04%
3,369
+518
180
$266K 0.04%
5,901
+130
181
$252K 0.03%
1,164
182
$240K 0.03%
+4,460
183
$239K 0.03%
2,521
184
$227K 0.03%
10,304
185
$221K 0.03%
6,950
186
$217K 0.03%
+1,822
187
$216K 0.03%
+12,772
188
$209K 0.03%
975
-25
189
$207K 0.03%
+758
190
$205K 0.03%
+14,900
191
$169K 0.02%
15,000
192
$165K 0.02%
12,500
193
$156K 0.02%
5,550
194
$153K 0.02%
10,500
195
$152K 0.02%
13,800
196
$150K 0.02%
11,500
197
$138K 0.02%
10,500
198
$131K 0.02%
10,000
199
$124K 0.02%
10,816
200
$85K 0.01%
3,838
5 6 7
8
9