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
$257M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$571K
3
+$514K
4
APD icon
Air Products & Chemicals
APD
+$422K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$409K

Top Sells

1
+$2.62B
2
+$1.16M
3
+$541K
4
AMGN icon
Amgen
AMGN
+$534K
5
TMP icon
Tompkins Financial
TMP
+$522K

Sector Composition

1 Technology 18.7%
2 Healthcare 12%
3 Financials 9.91%
4 Industrials 6.39%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 1.03%
28,390
+7
27
$2.56M 1%
49,794
+66
28
$2.55M 0.99%
14,867
+866
29
$2.49M 0.97%
84,540
+4,350
30
$2.48M 0.96%
29,598
+352
31
$2.48M 0.96%
9,823
-96
32
$2.4M 0.94%
17,617
-29
33
$2.39M 0.93%
30,421
-1,734
34
$2.3M 0.89%
15,860
-1,860
35
$2.27M 0.88%
18,543
+71
36
$2.1M 0.82%
11,462
-99
37
$2.02M 0.79%
19,232
+670
38
$1.93M 0.75%
12,181
-10
39
$1.87M 0.73%
92,032
-5,601
40
$1.86M 0.72%
12,510
+42
41
$1.84M 0.72%
8,175
-2,376
42
$1.83M 0.71%
28,937
-952
43
$1.74M 0.68%
4,938
+480
44
$1.71M 0.67%
6,378
-350
45
$1.59M 0.62%
20,838
+3,799
46
$1.52M 0.59%
82,089
-62,395
47
$1.49M 0.58%
2,633
-114
48
$1.41M 0.55%
26,593
-264
49
$1.41M 0.55%
5,614
+273
50
$1.4M 0.55%
6,784
+46
1
2
3 4 5