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
$243M
AUM Growth
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$684K
2
+$623K
3
+$405K
4
CAT icon
Caterpillar
CAT
+$396K
5
ALB icon
Albemarle
ALB
+$369K

Top Sells

1
+$1.67M
2
+$1.1M
3
+$498K
4
AMAT icon
Applied Materials
AMAT
+$368K
5
NUE icon
Nucor
NUE
+$280K

Sector Composition

1 Technology 18.86%
2 Healthcare 11.58%
3 Financials 9.96%
4 Industrials 6.9%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$901K 0.37%
1,976
77
$899K 0.37%
4,088
-87
78
$891K 0.37%
23,977
-1,017
79
$846K 0.35%
34,968
-1,104
80
$838K 0.34%
6,071
-157
81
$837K 0.34%
35,600
+6,298
82
$825K 0.34%
4,275
-8,636
83
$814K 0.33%
2,875
+2
84
$804K 0.33%
10,822
-449
85
$799K 0.33%
296
-5
86
$784K 0.32%
15,132
-9,619
87
$783K 0.32%
17,239
-596
88
$741K 0.3%
11,838
+11
89
$732K 0.3%
8,297
-1
90
$711K 0.29%
7,869
+15
91
$705K 0.29%
1,504
92
$697K 0.29%
9,047
-68
93
$681K 0.28%
17,520
+15
94
$676K 0.28%
9,114
+3
95
$672K 0.28%
972
-34
96
$669K 0.28%
20,242
-520
97
$639K 0.26%
8,227
+173
98
$634K 0.26%
10,013
+45
99
$615K 0.25%
2,967
+1
100
$606K 0.25%
16,533
2 3
4
5 6