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
$257M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$571K
3
+$514K
4
APD icon
Air Products & Chemicals
APD
+$422K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$409K

Top Sells

1
+$2.62B
2
+$1.16M
3
+$541K
4
AMGN icon
Amgen
AMGN
+$534K
5
TMP icon
Tompkins Financial
TMP
+$522K

Sector Composition

1 Technology 18.7%
2 Healthcare 11.95%
3 Financials 9.96%
4 Industrials 6.39%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$957K 0.37%
6,699
-266
77
$923K 0.36%
10,758
+160
78
$905K 0.35%
988
-12
79
$901K 0.35%
9,714
-210
80
$867K 0.34%
8,932
-514
81
$837K 0.33%
9,804
-439
82
$835K 0.33%
2,803
-20
83
$816K 0.32%
20,873
+2,114
84
$791K 0.31%
2,929
-29
85
$786K 0.31%
11,780
+10
86
$780K 0.3%
5,835
+732
87
$756K 0.29%
315
-20
88
$754K 0.29%
8,836
-393
89
$751K 0.29%
6,086
+1,167
90
$743K 0.29%
2,209
-255
91
$716K 0.28%
6,918
-319
92
$710K 0.28%
3,406
+77
93
$709K 0.28%
1,251
+679
94
$696K 0.27%
16,739
+2,652
95
$694K 0.27%
17,481
+774
96
$691K 0.27%
2,363
+2
97
$670K 0.26%
1,730
98
$660K 0.26%
3,794
+538
99
$635K 0.25%
2,484
+425
100
$617K 0.24%
22,914
-24
2 3
4
5 6