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
$161M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$739K
2
+$545K
3
+$514K
4
RTX icon
RTX Corp
RTX
+$421K
5
TSLA icon
Tesla
TSLA
+$378K

Top Sells

1
+$428K
2
+$416K
3
+$259K
4
MTN icon
Vail Resorts
MTN
+$220K
5
XOM icon
Exxon Mobil
XOM
+$153K

Sector Composition

1 Technology 17.9%
2 Healthcare 15.17%
3 Financials 10.52%
4 Communication Services 7.6%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$863K 0.54%
9,841
-50
52
$845K 0.52%
9,471
+678
53
$840K 0.52%
6,354
+152
54
$837K 0.52%
11,431
+55
55
$816K 0.51%
13,247
+6,835
56
$804K 0.5%
6,353
+179
57
$790K 0.49%
4,518
+143
58
$771K 0.48%
17,262
+202
59
$771K 0.48%
4,118
+75
60
$771K 0.48%
2,544
+21
61
$727K 0.45%
7,925
+41
62
$724K 0.45%
9,832
+723
63
$698K 0.43%
2,462
64
$653K 0.41%
68,720
+1,520
65
$653K 0.41%
5,859
+350
66
$644K 0.4%
1,184
+12
67
$642K 0.4%
2,828
68
$641K 0.4%
8,907
+28
69
$637K 0.4%
4,463
+47
70
$637K 0.4%
4,052
-42
71
$626K 0.39%
1,717
+2
72
$594K 0.37%
2,299
-33
73
$588K 0.36%
1,911
74
$583K 0.36%
366
-16
75
$582K 0.36%
11,845
+88
1 2
3
4 5