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
$257M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$571K
3
+$514K
4
APD icon
Air Products & Chemicals
APD
+$422K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$409K

Top Sells

1
+$2.62B
2
+$1.16M
3
+$541K
4
AMGN icon
Amgen
AMGN
+$534K
5
TMP icon
Tompkins Financial
TMP
+$522K

Sector Composition

1 Technology 18.7%
2 Healthcare 12%
3 Financials 9.91%
4 Industrials 6.39%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.55%
5,685
-239
52
$1.35M 0.53%
3,801
+390
53
$1.31M 0.51%
11,202
+1,492
54
$1.31M 0.51%
16,181
-3,840
55
$1.3M 0.51%
6,002
+20
56
$1.24M 0.48%
4,861
+260
57
$1.23M 0.48%
3,583
+1
58
$1.23M 0.48%
21,824
+243
59
$1.22M 0.47%
2,784
-2
60
$1.22M 0.47%
25,676
+4,306
61
$1.2M 0.47%
17,495
+440
62
$1.19M 0.46%
20,224
-445
63
$1.17M 0.46%
17,368
+6
64
$1.15M 0.45%
14,990
+368
65
$1.13M 0.44%
18,092
+744
66
$1.13M 0.44%
9,730
+428
67
$1.12M 0.44%
6,443
-117
68
$1.1M 0.43%
7,083
+1,556
69
$1.08M 0.42%
18,260
-102
70
$1.05M 0.41%
9,001
+83
71
$1.03M 0.4%
11,999
-408
72
$999K 0.39%
43,470
+14,638
73
$997K 0.39%
7,580
-595
74
$996K 0.39%
9,861
+2,099
75
$984K 0.38%
3,067
-84
1 2
3
4 5