HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+6.64%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$715M
AUM Growth
+$715M
(+8.2%)
Cap. Flow
+$28.6M
Cap. Flow
% of AUM
4%
Top 10 Holdings %
Top 10 Hldgs %
29.69%
Holding
227
New
8
Increased
62
Reduced
94
Closed
15
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$13.7M |
| 2 |
Visa
V
|
$6.3M |
| 3 |
Walt Disney
DIS
|
$3.63M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.46M |
| 5 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$2.87M |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$12.6M |
| 2 |
Charter Communications
CHTR
|
$1.98M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.74M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.41M |
| 5 |
Duke Energy
DUK
|
$957K |
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Healthcare | 15.61% |
| 3 | Financials | 11.86% |
| 4 | Consumer Discretionary | 5.71% |
| 5 | Consumer Staples | 4.96% |
