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
$156M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$310K
3
+$256K
4
USB icon
US Bancorp
USB
+$219K
5
ATO icon
Atmos Energy
ATO
+$205K

Top Sells

1
+$4.98M
2
+$1.45M
3
+$1.41M
4
VZ icon
Verizon
VZ
+$1.16M
5
AAPL icon
Apple
AAPL
+$884K

Sector Composition

1 Technology 14.25%
2 Financials 13.69%
3 Healthcare 13.61%
4 Communication Services 7.94%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$919K 0.59%
4,433
+182
52
$911K 0.58%
16,520
-954
53
$892K 0.57%
17,163
+4,917
54
$887K 0.57%
5,258
+996
55
$876K 0.56%
6,390
-743
56
$849K 0.54%
7,819
+46
57
$846K 0.54%
8,953
-2,149
58
$822K 0.53%
11,181
-342
59
$801K 0.51%
408
60
$795K 0.51%
8,996
-373
61
$755K 0.48%
14,153
-600
62
$741K 0.47%
2,571
+81
63
$728K 0.47%
11,735
+9
64
$697K 0.45%
1,788
-1,046
65
$691K 0.44%
1,845
+225
66
$678K 0.43%
10,145
-21,065
67
$671K 0.43%
4,649
+179
68
$650K 0.42%
4,988
-219
69
$639K 0.41%
3,255
+76
70
$608K 0.39%
21,290
-9,973
71
$605K 0.39%
6,670
-57
72
$602K 0.38%
3,189
-3,080
73
$599K 0.38%
3,363
-45
74
$599K 0.38%
4,033
+70
75
$597K 0.38%
3,322
-23
1 2
3
4 5