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
$709M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.15M
3
+$1.2M
4
GWW icon
W.W. Grainger
GWW
+$1.15M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.15M

Top Sells

1
+$4.84M
2
+$2.03M
3
+$1.55M
4
MSFT icon
Microsoft
MSFT
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.17M

Sector Composition

1 Technology 18.87%
2 Healthcare 15.47%
3 Financials 11.23%
4 Consumer Discretionary 6.34%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$125K 0.02%
3,667
-66
177
$110K 0.02%
10,500
178
$108K 0.02%
10,500
179
$107K 0.02%
11,500
180
$107K 0.02%
10,500
181
$75.1K 0.01%
+12,000
182
$44.6K 0.01%
12,000
183
$14.9K ﹤0.01%
+13,150
184
$4.17K ﹤0.01%
175
185
– –
-31,094
186
– –
-3,202
187
– –
-12,087
188
– –
-1,850
189
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-6,824
190
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-2,523
191
– –
-11,077
192
– –
-4,593
193
– –
-6,305
194
– –
-4,106
195
– –
-10,122
196
– –
-1,949
197
– –
-1,575
198
– –
-7,517
199
– –
-4,000
200
– –
-30,000
5 6 7
8
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