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
$623M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$5.57M
3
+$5.32M
4
MSFT icon
Microsoft
MSFT
+$1.66M
5
CVX icon
Chevron
CVX
+$1.26M

Top Sells

1
+$5.89M
2
+$4.03M
3
+$1.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.06M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$704K

Sector Composition

1 Healthcare 16.96%
2 Technology 14.73%
3 Financials 10.58%
4 Consumer Discretionary 5.74%
5 Consumer Staples 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$133K 0.02%
13,000
202
$130K 0.02%
11,567
-455
203
$123K 0.02%
10,500
204
$119K 0.02%
+11,700
205
$119K 0.02%
10,500
206
$118K 0.02%
11,500
207
$116K 0.02%
10,816
208
$116K 0.02%
10,500
209
$109K 0.02%
15,006
210
$105K 0.02%
14,300
211
$104K 0.02%
14,900
212
$101K 0.02%
12,000
+2,000
213
$51K 0.01%
3,838
214
$21K ﹤0.01%
+13,150
215
– –
-13,371
216
– –
-900
217
– –
-1,245
218
– –
-11,965
219
– –
-3,081
220
– –
-8,573
221
– –
-6,050
222
– –
-1,575
223
– –
-967
224
– –
-17,760
225
– –
-2,022
6 7 8
9
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