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
$398K
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$6.55K
2
+$4.86K
3
+$2.33K
4
T icon
AT&T
T
+$1.97K
5
EMR icon
Emerson Electric
EMR
+$1.49K

Top Sells

1
+$213
2
+$133
3
+$127
4
TMO icon
Thermo Fisher Scientific
TMO
+$124
5
META icon
Meta Platforms (Facebook)
META
+$77

Sector Composition

1 Financials 7.08%
2 Technology 6.42%
3 Healthcare 5.75%
4 Consumer Discretionary 3.73%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$404 0.1%
+1,942
102
$398 0.1%
38,914
+4,964
103
$394 0.1%
7,304
+274
104
$390 0.1%
+4,409
105
$382 0.1%
6,190
+1,785
106
$375 0.09%
7,099
-270
107
$372 0.09%
2,640
+349
108
$350 0.09%
6,949
+512
109
$349 0.09%
1,562
110
$340 0.09%
11,104
+250
111
$336 0.08%
18,908
+5,914
112
$335 0.08%
+55,444
113
$328 0.08%
3,615
+141
114
$321 0.08%
+2,795
115
$321 0.08%
6,260
+1,000
116
$318 0.08%
6,184
+1,989
117
$314 0.08%
+1,913
118
$308 0.08%
3,368
-402
119
$305 0.08%
4,859
+1,008
120
$304 0.08%
+4,956
121
$299 0.08%
+2,960
122
$295 0.07%
5,370
+694
123
$288 0.07%
4,402
124
$287 0.07%
2,780
+134
125
$287 0.07%
+5,475
2 3 4
5
6