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
$398K
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$6.55K
2
+$4.86K
3
+$2.33K
4
T icon
AT&T
T
+$1.97K
5
EMR icon
Emerson Electric
EMR
+$1.49K

Top Sells

1
+$213
2
+$133
3
+$127
4
TMO icon
Thermo Fisher Scientific
TMO
+$124
5
META icon
Meta Platforms (Facebook)
META
+$77

Sector Composition

1 Financials 7.08%
2 Technology 6.42%
3 Healthcare 5.75%
4 Consumer Discretionary 3.73%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03K 0.26%
18,718
+321
52
$1.03K 0.26%
2,834
+1,094
53
$1.01K 0.25%
12,608
+1,874
54
$979 0.25%
21,848
+368
55
$975 0.25%
19,148
+2,035
56
$973 0.24%
11,102
+1,092
57
$954 0.24%
7,157
+381
58
$935 0.24%
7,133
+613
59
$918 0.23%
17,474
-445
60
$916 0.23%
19,861
+4,612
61
$889 0.22%
10,660
-749
62
$844 0.21%
13,186
+4,365
63
$837 0.21%
4,251
-54
64
$826 0.21%
11,523
+8
65
$785 0.2%
9,369
-247
66
$765 0.19%
408
67
$757 0.19%
7,773
+779
68
$727 0.18%
5,207
+52
69
$725 0.18%
14,753
-1,258
70
$706 0.18%
4,262
-37
71
$690 0.17%
11,726
+9
72
$675 0.17%
9,987
-94
73
$667 0.17%
3,345
+1
74
$665 0.17%
8,110
+1,171
75
$664 0.17%
4,470
+122
1 2
3
4 5