HVIA
Hudson Valley Investment Advisors Portfolio holdings
AUM
$904M
1-Year Est. Return
23.96%
This Fund
S&P 500
1 Year Est. Return
+23.96%
AUM
$961M
AUM Growth
+$47.1M
(+5.2%)
Holding
179
Top Buys
| 1 | +$2.55M | |
| 2 | +$2.12M | |
| 3 | +$1.91M | |
| 4 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$795K |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$685K |
Top Sells
| 1 | +$3.11M | |
| 2 | +$1.35M | |
| 3 | +$1.13M | |
| 4 |
Chart Industries
GTLS
|
+$908K |
| 5 |
United Rentals
URI
|
+$871K |
Sector Composition
| 1 | Technology | 24.58% |
| 2 | Financials | 12.92% |
| 3 | Healthcare | 12.65% |
| 4 | Industrials | 6.97% |
| 5 | Consumer Discretionary | 6.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
RC
176
Ready Capital
RC
$261M
| $60.8K | 0.01% |
15,700
|
|
||
|
PLG
177
Platinum Group Metals
PLG
$200M
| $34.8K | ﹤0.01% |
13,150
|
|
||
178
JPMorgan Ultra-Short Income ETF
JPST
$37.5B
| – | – |
-9,864
|
|
||
|
WBA
179
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-10,450
|
|