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
$715M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.3M
3
+$3.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.46M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.87M

Top Sells

1
+$12.6M
2
+$1.98M
3
+$1.74M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.41M
5
DUK icon
Duke Energy
DUK
+$957K

Sector Composition

1 Technology 17.56%
2 Healthcare 15.61%
3 Financials 11.86%
4 Consumer Discretionary 5.71%
5 Consumer Staples 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$130K 0.02%
12,000
202
$125K 0.02%
10,500
203
$124K 0.02%
10,500
204
$117K 0.02%
10,500
205
$101K 0.01%
3,733
206
$70.8K 0.01%
12,000
207
$55.2K 0.01%
10,000
208
$18.8K ﹤0.01%
13,150
209
$13.7K ﹤0.01%
175
210
– –
-10,147
211
– –
-6,700
212
– –
-9,464
213
– –
-3,783
214
– –
-3,372
215
– –
-6,093
216
– –
-7,045
217
– –
-11,881
218
– –
-7,631
219
– –
-3,673
220
– –
-7,184
221
– –
-2,613
222
– –
-5,852
223
– –
-2,857
224
– –
-5,050
5 6 7 8
9