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
$560M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$1.83M
3
+$1.82M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.6M
5
AXP icon
American Express
AXP
+$1.22M

Top Sells

1
+$3.69M
2
+$1.23M
3
+$810K
4
ISRG icon
Intuitive Surgical
ISRG
+$591K
5
MSFT icon
Microsoft
MSFT
+$581K

Sector Composition

1 Healthcare 20.23%
2 Technology 19.76%
3 Financials 13.29%
4 Communication Services 8.84%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30M 5.36%
127,386
-2,463
2
$21.1M 3.78%
85,845
-2,400
3
$20.5M 3.66%
533,973
+219,435
4
$20.1M 3.6%
164,774
-3,288
5
$19.3M 3.44%
1,254,154
-17,728
6
$17.8M 3.18%
58,278
-1,175
7
$15.6M 2.78%
131,763
+2,126
8
$15M 2.68%
32,934
-354
9
$14.2M 2.55%
29,972
-159
10
$13.6M 2.43%
131,740
+4,560
11
$13.2M 2.36%
86,886
-2,318
12
$11.3M 2.01%
72,860
+3,840
13
$11.2M 2%
38,063
+863
14
$11.1M 1.99%
59,540
-1,650
15
$9.1M 1.63%
22,962
+2,129
16
$8.86M 1.58%
23,798
+205
17
$8.77M 1.57%
657,040
+136,120
18
$8.35M 1.49%
45,262
+837
19
$8.18M 1.46%
57,829
-1,357
20
$7.89M 1.41%
203,877
-71
21
$7.66M 1.37%
38,377
+486
22
$7.36M 1.31%
126,475
-2,377
23
$7.31M 1.31%
157,740
-270
24
$7.07M 1.26%
33,358
+217
25
$6.84M 1.22%
32,312
+688
1
2 3 4 5