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
1
$26M 4.17%
111,580
+7,108
2
$25.2M 4.04%
310,023
-72,533
3
$23.5M 3.76%
1,218,952
-29,156
4
$20.8M 3.33%
421,375
-705
5
$20M 3.21%
144,570
+6,350
6
$17.8M 2.86%
55,165
-225
7
$16.8M 2.69%
146,587
-1,510
8
$15.5M 2.49%
+489,571
9
$14.1M 2.26%
75,163
10
$12.9M 2.06%
46,602
-495
11
$12.3M 1.97%
34,428
-529
12
$11.8M 1.89%
23,260
-659
13
$11.6M 1.86%
22,949
+1,730
14
$11.6M 1.86%
369,243
+170,008
15
$11.5M 1.85%
119,911
+2,951
16
$10.1M 1.62%
84,942
+3,879
17
$9.6M 1.54%
118,824
-3,360
18
$8.71M 1.4%
83,399
+7,478
19
$8.15M 1.31%
35,581
+54
20
$8.08M 1.3%
71,482
+5,593
21
$8.05M 1.29%
49,326
+342
22
$7.46M 1.2%
85,448
-94
23
$7.07M 1.13%
582,210
+12,780
24
$6.95M 1.11%
237,858
+12,150
25
$6.9M 1.11%
56,971
+1,054
1
2 3 4 5