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
$883M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.52M
3
+$1.08M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$943K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$942K

Top Sells

1
+$4.58M
2
+$3.18M
3
+$1.31M
4
JPM icon
JPMorgan Chase
JPM
+$1.26M
5
GTLS icon
Chart Industries
GTLS
+$1.18M

Sector Composition

1 Technology 22.24%
2 Healthcare 16.04%
3 Financials 13.59%
4 Industrials 7.17%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.5M 4.58%
1,234,843
+28,771
2
$40.1M 4.54%
298,799
-23,687
3
$37.2M 4.22%
48,231
-85
4
$37.2M 4.21%
88,248
+8
5
$36.7M 4.16%
70,301
6
$33.5M 3.79%
1,204,368
-1,468
7
$32M 3.63%
127,944
-2,826
8
$31.3M 3.55%
1,048,489
+31,537
9
$21.6M 2.45%
113,545
+418
10
$21.2M 2.4%
91,008
+100
11
$21.1M 2.38%
95,958
-3,517
12
$17.4M 1.97%
72,508
-5,244
13
$14.5M 1.64%
62,433
-1,469
14
$13.5M 1.53%
45,623
-2,913
15
$13.5M 1.53%
23,019
-1,100
16
$13.4M 1.51%
21,203
+748
17
$13.3M 1.51%
26,283
+2,137
18
$12.2M 1.38%
36,491
-3,252
19
$12M 1.36%
37,949
-1,637
20
$11.1M 1.26%
103,541
-150
21
$11M 1.25%
24,828
+40
22
$10.8M 1.23%
56,700
-6,172
23
$10.8M 1.22%
47,003
+897
24
$10.7M 1.21%
88,692
-1,423
25
$10.6M 1.2%
49,914
-418
1
2 3 4 5