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
$224M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$513K
2
+$391K
3
+$344K
4
RTX icon
RTX Corp
RTX
+$294K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$293K

Top Sells

1
+$975K
2
+$723K
3
+$437K
4
CAT icon
Caterpillar
CAT
+$372K
5
JNJ icon
Johnson & Johnson
JNJ
+$355K

Sector Composition

1 Technology 14.04%
2 Healthcare 13.72%
3 Financials 11.06%
4 Industrials 7.51%
5 Consumer Staples 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.95%
15,921
+1,294
27
$2.04M 0.91%
24,325
-1,290
28
$2.04M 0.91%
11,378
+6
29
$2.03M 0.91%
19,758
+56
30
$2.01M 0.9%
7,652
-392
31
$1.88M 0.84%
9,085
-190
32
$1.84M 0.82%
46,642
-24,748
33
$1.77M 0.79%
15,312
-100
34
$1.71M 0.76%
15,404
-336
35
$1.69M 0.75%
28,810
+78
36
$1.67M 0.74%
6,963
-1,554
37
$1.61M 0.72%
66,317
+8,833
38
$1.52M 0.68%
24,811
-4,875
39
$1.49M 0.67%
31,330
+1,091
40
$1.48M 0.66%
3,462
-34
41
$1.46M 0.65%
3,003
-425
42
$1.45M 0.65%
22,265
+20
43
$1.41M 0.63%
5,355
-84
44
$1.41M 0.63%
96,440
+1,310
45
$1.4M 0.62%
16,668
-252
46
$1.38M 0.62%
13,651
+2,914
47
$1.37M 0.61%
5,915
+238
48
$1.37M 0.61%
74,315
-9,336
49
$1.32M 0.59%
54,249
+9,221
50
$1.31M 0.59%
2,880
+91
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2
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