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
$709M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.15M
3
+$1.2M
4
GWW icon
W.W. Grainger
GWW
+$1.15M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.15M

Top Sells

1
+$4.84M
2
+$2.03M
3
+$1.55M
4
MSFT icon
Microsoft
MSFT
+$1.48M
5
AAPL icon
Apple
AAPL
+$1.17M

Sector Composition

1 Technology 18.87%
2 Healthcare 15.47%
3 Financials 11.23%
4 Consumer Discretionary 6.34%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-12,087
202
– –
-3,202
203
– –
-4,000
204
– –
-31,094
205
– –
-30,000
5 6 7 8
9