CPIA
Cornell Pochily Investment Advisors Portfolio holdings
AUM $284M
AUM
$284M
AUM Growth
-$1.96M (-0.7%)
Cap. Flow
+$5.24M
Cap. Flow % of AUM
1.84%
Top 10 Holdings %Top 10 Hldgs %
34.05%
Holding
174
New
7
Increased
67
Reduced
73
Closed
9
Top Buys
1 | $1.26M | |
2 | $785K | |
3 | $695K | |
4 | $428K | |
5 | $424K |
Top Sells
1 | $369K | |
2 | $169K | |
3 | $160K | |
4 | $141K | |
5 | $131K |
Sector Composition
1 | Technology | 20.53% |
2 | Financials | 12.23% |
3 | Healthcare | 8.69% |
4 | Industrials | 6.24% |
5 | Consumer Staples | 5.46% |