CPIA

Cornell Pochily Investment Advisors Portfolio holdings

AUM $335M
1-Year Est. Return 18.43%
This Quarter Est. Return
1 Year Est. Return
+18.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398K
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$6.55K
2
+$4.86K
3
+$2.33K
4
T icon
AT&T
T
+$1.97K
5
EMR icon
Emerson Electric
EMR
+$1.49K

Top Sells

1
+$213
2
+$133
3
+$127
4
TMO icon
Thermo Fisher Scientific
TMO
+$124
5
META icon
Meta Platforms (Facebook)
META
+$77

Sector Composition

1 Financials 7.08%
2 Technology 6.42%
3 Healthcare 5.75%
4 Consumer Discretionary 3.73%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88K 0.47%
22,851
-2,587
27
$1.78K 0.45%
6,039
-101
28
$1.77K 0.44%
15,826
+3,659
29
$1.75K 0.44%
90,071
+1,449
30
$1.69K 0.42%
12,795
+1,722
31
$1.67K 0.42%
43,798
+11,503
32
$1.67K 0.42%
13,382
+5,067
33
$1.65K 0.41%
11,349
+748
34
$1.63K 0.41%
20,862
+2,128
35
$1.62K 0.41%
16,283
+537
36
$1.55K 0.39%
16,400
-40
37
$1.52K 0.38%
13,217
+1,989
38
$1.51K 0.38%
10,086
+1,471
39
$1.49K 0.37%
7,185
+449
40
$1.36K 0.34%
13,530
-165
41
$1.36K 0.34%
+102,310
42
$1.2K 0.3%
22,140
+1,900
43
$1.19K 0.3%
22,653
-293
44
$1.17K 0.29%
6,269
+3,452
45
$1.17K 0.29%
7,076
-770
46
$1.17K 0.29%
6,711
-163
47
$1.15K 0.29%
8,430
+1,606
48
$1.09K 0.27%
12,368
+384
49
$1.06K 0.27%
13,998
+519
50
$1.04K 0.26%
31,263
+15,196
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2
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