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
$243M
AUM Growth
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$684K
2
+$623K
3
+$405K
4
CAT icon
Caterpillar
CAT
+$396K
5
ALB icon
Albemarle
ALB
+$369K

Top Sells

1
+$1.67M
2
+$1.1M
3
+$498K
4
AMAT icon
Applied Materials
AMAT
+$368K
5
NUE icon
Nucor
NUE
+$280K

Sector Composition

1 Technology 18.86%
2 Healthcare 11.58%
3 Financials 9.96%
4 Industrials 6.9%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.58%
57,679
+2,653
52
$1.4M 0.58%
3,465
+1
53
$1.4M 0.58%
14,326
+27
54
$1.35M 0.55%
2,922
+2
55
$1.28M 0.53%
3,153
56
$1.27M 0.52%
16,592
-81
57
$1.26M 0.52%
10,564
-603
58
$1.26M 0.52%
53,560
+1,563
59
$1.25M 0.52%
78,581
+543
60
$1.24M 0.51%
6,675
-257
61
$1.18M 0.48%
5,572
-10
62
$1.18M 0.48%
11,660
-247
63
$1.16M 0.48%
7,996
+888
64
$1.16M 0.48%
72,378
-3,587
65
$1.14M 0.47%
16,287
-129
66
$1.06M 0.44%
45,140
+1,394
67
$1.05M 0.43%
24,310
+3,374
68
$1.02M 0.42%
16,921
-294
69
$992K 0.41%
12,873
+104
70
$990K 0.41%
40,413
-366
71
$987K 0.41%
9,965
-190
72
$961K 0.4%
3,209
+12
73
$947K 0.39%
11,705
+130
74
$927K 0.38%
3,541
-48
75
$911K 0.37%
4,389
+183
1 2
3
4 5