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
$156M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$310K
3
+$256K
4
USB icon
US Bancorp
USB
+$219K
5
ATO icon
Atmos Energy
ATO
+$205K

Top Sells

1
+$4.98M
2
+$1.45M
3
+$1.41M
4
VZ icon
Verizon
VZ
+$1.16M
5
AAPL icon
Apple
AAPL
+$884K

Sector Composition

1 Technology 14.25%
2 Financials 13.69%
3 Healthcare 13.61%
4 Communication Services 7.94%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$593K 0.38%
2,174
+1
77
$589K 0.38%
1,322
-7
78
$587K 0.38%
9,268
-719
79
$586K 0.37%
11,327
+3,221
80
$584K 0.37%
6,203
+177
81
$584K 0.37%
11,508
-837
82
$539K 0.34%
6,273
-1,837
83
$536K 0.34%
8,083
-5,103
84
$532K 0.34%
15,610
-4,251
85
$530K 0.34%
2,397
-73
86
$509K 0.33%
6,407
-353
87
$499K 0.32%
14,223
-386
88
$497K 0.32%
5,300
-1,157
89
$459K 0.29%
14,208
-657
90
$452K 0.29%
2,671
-30
91
$445K 0.28%
11,853
-2,075
92
$442K 0.28%
7,159
-49
93
$420K 0.27%
+2,015
94
$407K 0.26%
4,277
-132
95
$392K 0.25%
3,567
-116
96
$392K 0.25%
1,682
-440
97
$375K 0.24%
1,647
+85
98
$372K 0.24%
6,679
-420
99
$353K 0.23%
6,381
-923
100
$352K 0.23%
11,319
+215
2 3
4
5 6