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
$730M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.43M
3
+$3.39M
4
MCD icon
McDonald's
MCD
+$2.05M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.82M

Top Sells

1
+$15M
2
+$3.8M
3
+$3.3M
4
BAC icon
Bank of America
BAC
+$3.29M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.87M

Sector Composition

1 Technology 19.31%
2 Healthcare 15.89%
3 Financials 12.34%
4 Consumer Discretionary 6.77%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$114K 0.02%
11,500
177
$105K 0.01%
10,500
178
$89.9K 0.01%
12,000
179
$49.2K 0.01%
12,000
180
$15.6K ﹤0.01%
13,150
181
$2.4K ﹤0.01%
175
182
– –
-1,635
183
– –
-4,975
184
– –
-132,528
185
– –
-3,075
186
– –
-4,507
187
– –
-500
4 5 6 7
8