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
$730M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.43M
3
+$3.39M
4
MCD icon
McDonald's
MCD
+$2.05M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.82M

Top Sells

1
+$15M
2
+$3.8M
3
+$3.3M
4
BAC icon
Bank of America
BAC
+$3.29M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.87M

Sector Composition

1 Technology 19.31%
2 Healthcare 15.89%
3 Financials 12.34%
4 Consumer Discretionary 6.77%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.7M 4.89%
95,244
-8,812
2
$31.5M 4.31%
50,290
-1,493
3
$31.2M 4.28%
1,197,020
-16,254
4
$27.4M 3.75%
838,784
+104,919
5
$24.6M 3.36%
132,399
-12,748
6
$23.6M 3.23%
71,620
-33
7
$20.5M 2.8%
391,630
-52,260
8
$17.8M 2.44%
94,543
-1,564
9
$14.5M 1.99%
177,502
-46,372
10
$14.5M 1.99%
30,625
-1,905
11
$14.5M 1.99%
487,831
+61,040
12
$14.4M 1.97%
102,484
-11,771
13
$14.3M 1.96%
83,089
-3,700
14
$14.2M 1.95%
278,542
-56,154
15
$11.5M 1.57%
32,982
-6,678
16
$11.4M 1.56%
76,225
-2,656
17
$10.6M 1.45%
105,138
-8,198
18
$10.6M 1.45%
18,204
-1,978
19
$10.1M 1.39%
18,682
-1,456
20
$9.66M 1.32%
18,004
-1,533
21
$9.57M 1.31%
65,443
-9,202
22
$9.19M 1.26%
106,116
-5,372
23
$9.18M 1.26%
65,422
+1,210
24
$8.01M 1.1%
248,317
+118,414
25
$7.99M 1.09%
34,000
-4,782
1
2 3 4 5