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
$161M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$739K
2
+$545K
3
+$514K
4
RTX icon
RTX Corp
RTX
+$421K
5
TSLA icon
Tesla
TSLA
+$378K

Top Sells

1
+$428K
2
+$416K
3
+$259K
4
MTN icon
Vail Resorts
MTN
+$220K
5
XOM icon
Exxon Mobil
XOM
+$153K

Sector Composition

1 Technology 17.9%
2 Healthcare 15.17%
3 Financials 10.52%
4 Communication Services 7.6%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$576K 0.36%
7,103
+178
77
$575K 0.36%
11,011
+479
78
$545K 0.34%
+6,597
79
$538K 0.33%
3,721
+87
80
$534K 0.33%
3,040
+1
81
$499K 0.31%
6,938
+717
82
$497K 0.31%
8,007
+12
83
$492K 0.31%
9,514
+2,183
84
$481K 0.3%
15,820
+1,777
85
$467K 0.29%
15,042
+5
86
$465K 0.29%
4,028
-211
87
$455K 0.28%
1,700
+45
88
$425K 0.26%
13,669
-29
89
$412K 0.26%
5,174
+12
90
$410K 0.25%
15,831
-1,000
91
$408K 0.25%
7,159
92
$404K 0.25%
2,411
+15
93
$402K 0.25%
19,022
+7,910
94
$378K 0.23%
+5,250
95
$372K 0.23%
6,135
+483
96
$355K 0.22%
10,262
-827
97
$353K 0.22%
6,461
+5
98
$353K 0.22%
3,332
99
$350K 0.22%
7,099
+1,010
100
$340K 0.21%
7,879
+202
2 3
4
5 6