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
$224M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$513K
2
+$391K
3
+$344K
4
RTX icon
RTX Corp
RTX
+$294K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$293K

Top Sells

1
+$975K
2
+$723K
3
+$437K
4
CAT icon
Caterpillar
CAT
+$372K
5
JNJ icon
Johnson & Johnson
JNJ
+$355K

Sector Composition

1 Technology 14.04%
2 Healthcare 13.72%
3 Financials 11.06%
4 Industrials 7.51%
5 Consumer Staples 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.58%
10,444
-153
52
$1.3M 0.58%
15,999
+172
53
$1.3M 0.58%
6,270
+183
54
$1.3M 0.58%
77,117
-9,162
55
$1.25M 0.56%
47,333
-454
56
$1.24M 0.55%
11,902
-73
57
$1.22M 0.54%
11,085
-452
58
$1.2M 0.54%
54,323
+3,691
59
$1.2M 0.53%
6,625
-18
60
$1.19M 0.53%
50,930
+7,629
61
$1.17M 0.52%
13,270
-551
62
$1.16M 0.52%
16,183
+19
63
$1.1M 0.49%
17,315
+31
64
$1.1M 0.49%
12,815
-367
65
$1.06M 0.47%
1,940
+69
66
$1.02M 0.46%
10,270
-6
67
$1.01M 0.45%
43,009
+3,974
68
$986K 0.44%
4,129
-238
69
$977K 0.44%
2,779
+1
70
$974K 0.43%
24,903
+58
71
$973K 0.43%
40,061
+3,225
72
$956K 0.43%
3,099
+83
73
$947K 0.42%
21,716
+2
74
$929K 0.42%
18,139
-340
75
$925K 0.41%
12,849
-537
1 2
3
4 5