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
$883M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.52M
3
+$1.08M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$943K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$942K

Top Sells

1
+$4.58M
2
+$3.18M
3
+$1.31M
4
JPM icon
JPMorgan Chase
JPM
+$1.26M
5
GTLS icon
Chart Industries
GTLS
+$1.18M

Sector Composition

1 Technology 22.24%
2 Healthcare 16.04%
3 Financials 13.59%
4 Industrials 7.17%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$67.7K 0.01%
12,000
177
$16.8K ﹤0.01%
13,150
178
– –
-11,175
179
– –
-1,164
180
– –
-28,000
181
– –
-2,494
182
– –
-3,500
183
– –
-2,250
4 5 6 7
8