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
$398K
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$6.55K
2
+$4.86K
3
+$2.33K
4
T icon
AT&T
T
+$1.97K
5
EMR icon
Emerson Electric
EMR
+$1.49K

Top Sells

1
+$213
2
+$133
3
+$127
4
TMO icon
Thermo Fisher Scientific
TMO
+$124
5
META icon
Meta Platforms (Facebook)
META
+$77

Sector Composition

1 Financials 7.08%
2 Technology 6.42%
3 Healthcare 5.75%
4 Consumer Discretionary 3.73%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$658 0.17%
3,408
-400
77
$658 0.17%
2,490
+1
78
$633 0.16%
12,246
+4,340
79
$624 0.16%
1,329
+52
80
$601 0.15%
3,963
+765
81
$585 0.15%
2,173
-20
82
$569 0.14%
6,026
+903
83
$568 0.14%
6,457
+537
84
$560 0.14%
12,345
+1,727
85
$553 0.14%
3,179
+86
86
$549 0.14%
14,865
+2,343
87
$548 0.14%
6,727
+270
88
$527 0.13%
14,609
+5,052
89
$523 0.13%
1,620
+310
90
$513 0.13%
13,928
+1,033
91
$505 0.13%
2,470
+3
92
$496 0.12%
2,122
+21
93
$478 0.12%
6,760
+245
94
$475 0.12%
7,208
95
$472 0.12%
2,701
+100
96
$429 0.11%
1,750
+200
97
$424 0.11%
3,683
-65
98
$414 0.1%
8,106
+371
99
$406 0.1%
7,121
+2,319
100
$404 0.1%
98,520
+30,000
2 3
4
5 6