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
$243M
AUM Growth
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$684K
2
+$623K
3
+$405K
4
CAT icon
Caterpillar
CAT
+$396K
5
ALB icon
Albemarle
ALB
+$369K

Top Sells

1
+$1.67M
2
+$1.1M
3
+$498K
4
AMAT icon
Applied Materials
AMAT
+$368K
5
NUE icon
Nucor
NUE
+$280K

Sector Composition

1 Technology 18.86%
2 Healthcare 11.58%
3 Financials 9.96%
4 Industrials 6.9%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.95%
15,800
+72
27
$2.28M 0.94%
14,039
-496
28
$2.14M 0.88%
18,903
+39
29
$2.05M 0.84%
8,317
+1,610
30
$1.9M 0.78%
26,961
-796
31
$1.87M 0.77%
10,452
+59
32
$1.85M 0.76%
9,063
-22
33
$1.84M 0.76%
11,693
+30
34
$1.81M 0.75%
20,205
+75
35
$1.8M 0.74%
73,949
+6,029
36
$1.78M 0.73%
22,367
+223
37
$1.74M 0.72%
46,800
-2,145
38
$1.73M 0.71%
13,552
+244
39
$1.72M 0.71%
15,339
+14
40
$1.7M 0.7%
7,653
+25
41
$1.69M 0.69%
32,644
-213
42
$1.67M 0.68%
17,053
+97
43
$1.61M 0.66%
13,442
+82
44
$1.59M 0.66%
2,960
+64
45
$1.56M 0.64%
13,523
-1,832
46
$1.53M 0.63%
5,134
-221
47
$1.52M 0.63%
6,404
-49
48
$1.49M 0.61%
11,104
+5,112
49
$1.44M 0.59%
43,054
-505
50
$1.43M 0.59%
5,820
-89
1
2
3 4 5