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
$141M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$784K
3
+$504K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$423K
5
CBU icon
Community Bank
CBU
+$386K

Top Sells

1
+$346M
2
+$4.03M
3
+$3.9M
4
BHF icon
Brighthouse Financial
BHF
+$1.05M
5
TMP icon
Tompkins Financial
TMP
+$793K

Sector Composition

1 Healthcare 15.93%
2 Technology 14.01%
3 Financials 13.88%
4 Consumer Staples 7.21%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$312K 0.22%
7,672
102
$302K 0.21%
1,605
+80
103
$292K 0.21%
4,042
-62
104
$291K 0.21%
+2,103
105
$287K 0.2%
5,287
+264
106
$279K 0.2%
4,045
-65
107
$278K 0.2%
2,575
+133
108
$271K 0.19%
4,123
+387
109
$269K 0.19%
6,596
-1,000
110
$268K 0.19%
7,623
+2,242
111
$265K 0.19%
3,299
-99
112
$259K 0.18%
14,097
-738
113
$257K 0.18%
2,683
+542
114
$253K 0.18%
2,965
-988
115
$249K 0.18%
2,382
+7
116
$234K 0.17%
3,767
-677
117
$234K 0.17%
3,762
-178
118
$230K 0.16%
+1,980
119
$227K 0.16%
+3,889
120
$226K 0.16%
4,949
-274
121
$225K 0.16%
6,718
-1,440
122
$224K 0.16%
4,402
123
$216K 0.15%
2,318
-95
124
$209K 0.15%
+95
125
$203K 0.14%
+1,528
2 3 4
5
6