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
$623M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$5.57M
3
+$5.32M
4
MSFT icon
Microsoft
MSFT
+$1.66M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$5.89M
2
+$4.03M
3
+$1.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.06M
5
VGSH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$299K 0.05%
+3,762
177
$296K 0.05%
+1,042
178
$288K 0.05%
8,626
179
$287K 0.05%
10,057
-125
180
$284K 0.05%
+4,629
181
$281K 0.05%
6,400
182
$279K 0.04%
4,106
+1,251
183
$278K 0.04%
775
-2,961
184
$271K 0.04%
7,528
+2,375
185
$268K 0.04%
+6,944
186
$258K 0.04%
1,170
187
$250K 0.04%
5,430
188
$244K 0.04%
+1,635
189
$242K 0.04%
3,372
190
$235K 0.04%
6,192
-795
191
$233K 0.04%
7,501
-1,960
192
$233K 0.04%
22,000
193
$231K 0.04%
+2,334
194
$230K 0.04%
+20,000
195
$216K 0.03%
2,521
196
$213K 0.03%
6,797
197
$208K 0.03%
8,430
-300
198
$203K 0.03%
4,623
-91
199
$201K 0.03%
+900
200
$180K 0.03%
10,304
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8
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