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
$161M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$739K
2
+$545K
3
+$514K
4
RTX icon
RTX Corp
RTX
+$421K
5
TSLA icon
Tesla
TSLA
+$378K

Top Sells

1
+$428K
2
+$416K
3
+$259K
4
MTN icon
Vail Resorts
MTN
+$220K
5
XOM icon
Exxon Mobil
XOM
+$153K

Sector Composition

1 Technology 17.9%
2 Healthcare 15.17%
3 Financials 10.52%
4 Communication Services 7.6%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.01%
12,051
-403
27
$1.6M 0.99%
86,665
+1,646
28
$1.57M 0.98%
35,201
-3,420
29
$1.52M 0.95%
13,008
+188
30
$1.5M 0.93%
32,233
+21
31
$1.49M 0.92%
19,605
-760
32
$1.43M 0.89%
17,705
-341
33
$1.39M 0.86%
10,684
+267
34
$1.32M 0.82%
18,660
35
$1.3M 0.81%
8,334
+19
36
$1.26M 0.78%
15,765
+3,153
37
$1.26M 0.78%
18,418
-1,054
38
$1.22M 0.76%
6,595
+443
39
$1.2M 0.74%
23,088
+1,004
40
$1.14M 0.71%
5,889
-3
41
$1.11M 0.69%
12,229
-28
42
$1.1M 0.68%
11,680
-647
43
$977K 0.61%
13,246
+234
44
$936K 0.58%
15,182
-641
45
$915K 0.57%
17,652
+134
46
$913K 0.57%
6,461
-40
47
$909K 0.56%
16,859
+1,438
48
$895K 0.56%
24,305
-2,205
49
$889K 0.55%
5,969
-160
50
$887K 0.55%
15,091
+805
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