HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
-4.69%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$623M
AUM Growth
+$623M
(-3%)
Cap. Flow
+$22.5M
Cap. Flow
% of AUM
3.61%
Top 10 Holdings %
Top 10 Hldgs %
30.87%
Holding
236
New
26
Increased
65
Reduced
91
Closed
19
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$15.5M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$11M |
| 3 |
AbbVie
ABBV
|
$5.57M |
| 4 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$5.32M |
| 5 |
Microsoft
MSFT
|
$1.66M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.89M |
| 2 |
FedEx
FDX
|
$4.03M |
| 3 |
RTN
Raytheon Company
RTN
|
$1.29M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$1.06M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$704K |
Sector Composition
| 1 | Healthcare | 16.96% |
| 2 | Technology | 14.73% |
| 3 | Financials | 10.58% |
| 4 | Consumer Discretionary | 5.74% |
| 5 | Consumer Staples | 5.05% |
