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
$715M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.3M
3
+$3.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.46M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.87M

Top Sells

1
+$12.6M
2
+$1.98M
3
+$1.74M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.41M
5
DUK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$336K 0.05%
2,975
177
$333K 0.05%
809
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178
$314K 0.04%
500
179
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180
$304K 0.04%
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181
$298K 0.04%
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182
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183
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5,052
-100
184
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185
$286K 0.04%
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186
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1,635
187
$263K 0.04%
4,098
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188
$256K 0.04%
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189
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22,000
190
$239K 0.03%
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191
$230K 0.03%
20,000
192
$229K 0.03%
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193
$219K 0.03%
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194
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195
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196
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4,643
197
$202K 0.03%
5,906
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198
$180K 0.03%
17,850
199
$149K 0.02%
14,700
200
$141K 0.02%
17,600
5 6 7
8
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