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
$156M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$310K
3
+$256K
4
USB icon
US Bancorp
USB
+$219K
5
ATO icon
Atmos Energy
ATO
+$205K

Top Sells

1
+$4.98M
2
+$1.45M
3
+$1.41M
4
VZ icon
Verizon
VZ
+$1.16M
5
AAPL icon
Apple
AAPL
+$884K

Sector Composition

1 Technology 14.25%
2 Financials 13.69%
3 Healthcare 13.61%
4 Communication Services 7.94%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.05%
19,841
-3,010
27
$1.56M 1%
31,579
-7,131
28
$1.54M 0.98%
19,760
-1,102
29
$1.49M 0.95%
13,535
+5
30
$1.48M 0.95%
12,585
-3,241
31
$1.48M 0.95%
10,643
-2,152
32
$1.47M 0.94%
26,615
+3,962
33
$1.4M 0.9%
6,533
-652
34
$1.4M 0.9%
10,207
-1,142
35
$1.35M 0.87%
11,327
-1,890
36
$1.34M 0.86%
15,460
-940
37
$1.26M 0.8%
8,326
-1,760
38
$1.23M 0.78%
20,100
-2,040
39
$1.19M 0.76%
12,374
+6
40
$1.09M 0.7%
6,313
-398
41
$1.08M 0.69%
17,489
-1,229
42
$1.05M 0.67%
6,526
-550
43
$1.02M 0.66%
8,645
-4,737
44
$1.02M 0.65%
12,666
+58
45
$996K 0.64%
18,299
-849
46
$980K 0.63%
12,843
-1,155
47
$974K 0.62%
6,856
-301
48
$974K 0.62%
10,241
-419
49
$943K 0.6%
7,466
-964
50
$919K 0.59%
20,412
-1,436
1
2
3 4 5