HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$913M
This Quarter Return
+9.28%
1 Year Return
+16.24%
3 Year Return
+81.52%
5 Year Return
+148.84%
10 Year Return
+361.07%
AUM
$738M
AUM Growth
+$738M
(+3.2%)
Cap. Flow
-$22.4M
Cap. Flow
% of AUM
-3.03%
Top 10 Holdings %
Top 10 Hldgs %
31.53%
Holding
214
New
2
Increased
61
Reduced
107
Closed
12
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$2.86M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$2.77M |
| 3 |
Exxon Mobil
XOM
|
$2.38M |
| 4 |
Chart Industries
GTLS
|
$1.98M |
| 5 |
United Rentals
URI
|
$1.38M |
Top Sells
| 1 |
Visa
V
|
$6.31M |
| 2 |
Walt Disney
DIS
|
$5.53M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$3.46M |
| 4 |
Walmart
WMT
|
$3.38M |
| 5 |
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
|
$2.64M |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 15.78% |
| 3 | Financials | 9.83% |
| 4 | Consumer Discretionary | 6.42% |
| 5 | Industrials | 5.81% |
