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
$156M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$310K
3
+$256K
4
USB icon
US Bancorp
USB
+$219K
5
ATO icon
Atmos Energy
ATO
+$205K

Top Sells

1
+$4.98M
2
+$1.45M
3
+$1.41M
4
VZ icon
Verizon
VZ
+$1.16M
5
AAPL icon
Apple
AAPL
+$884K

Sector Composition

1 Technology 14.25%
2 Financials 13.69%
3 Healthcare 13.61%
4 Communication Services 7.94%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$337K 0.22%
5,360
+501
102
$334K 0.21%
5,217
-973
103
$334K 0.21%
18,722
-186
104
$333K 0.21%
5,898
+528
105
$326K 0.21%
6,492
+1,912
106
$317K 0.2%
3,484
-131
107
$310K 0.2%
+2,000
108
$309K 0.2%
2,578
-202
109
$306K 0.2%
5,260
-1,000
110
$305K 0.2%
2,466
-174
111
$303K 0.19%
33,105
-5,809
112
$298K 0.19%
2,044
+131
113
$296K 0.19%
68,120
-30,400
114
$292K 0.19%
5,782
-1,167
115
$283K 0.18%
6,450
-65
116
$278K 0.18%
4,606
+205
117
$273K 0.17%
4,072
-330
118
$269K 0.17%
2,358
-6
119
$265K 0.17%
3,130
-75
120
$253K 0.16%
4,595
-2,526
121
$253K 0.16%
16,539
+837
122
$245K 0.16%
2,803
-565
123
$233K 0.15%
1,971
-186
124
$229K 0.15%
3,197
-310
125
$218K 0.14%
2,108
+1
2 3 4
5
6