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
$286M
AUM Growth
-$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$537K
3
+$266K
4
CGNG
Capital Group New Geography Equity ETF
CGNG
+$250K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$235K

Top Sells

1
+$1.19M
2
+$481K
3
+$420K
4
NVDA icon
NVIDIA
NVDA
+$418K
5
CCOI icon
Cogent Communications
CCOI
+$373K

Sector Composition

1 Technology 22.66%
2 Financials 11.53%
3 Healthcare 8%
4 Industrials 6.58%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.54%
24,867
+3,489
52
$1.49M 0.52%
18,151
+755
53
$1.48M 0.52%
3,496
+1
54
$1.47M 0.51%
3,639
+330
55
$1.44M 0.5%
60,144
+1,106
56
$1.44M 0.5%
29,568
-7,423
57
$1.42M 0.49%
57,413
+10,765
58
$1.41M 0.49%
11,221
-498
59
$1.4M 0.49%
2,873
-92
60
$1.35M 0.47%
54,144
+724
61
$1.35M 0.47%
5,906
-24
62
$1.2M 0.42%
1,559
+1
63
$1.19M 0.42%
4,102
-84
64
$1.18M 0.41%
2,881
+2
65
$1.17M 0.41%
12,409
-286
66
$1.16M 0.4%
5,232
-279
67
$1.13M 0.39%
10,062
+105
68
$1.1M 0.38%
48,083
+1,054
69
$1.09M 0.38%
17,577
-76
70
$1.06M 0.37%
16,553
+1,115
71
$1.03M 0.36%
3,504
72
$1.01M 0.35%
989
-65
73
$986K 0.34%
2,102
-39
74
$985K 0.34%
6,476
-113
75
$944K 0.33%
10,217
-377
1 2
3
4 5