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
$161M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$739K
2
+$545K
3
+$514K
4
RTX icon
RTX Corp
RTX
+$421K
5
TSLA icon
Tesla
TSLA
+$378K

Top Sells

1
+$428K
2
+$416K
3
+$259K
4
MTN icon
Vail Resorts
MTN
+$220K
5
XOM icon
Exxon Mobil
XOM
+$153K

Sector Composition

1 Technology 17.9%
2 Healthcare 15.17%
3 Financials 10.52%
4 Communication Services 7.6%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$331K 0.21%
12,173
-435
102
$324K 0.2%
1,910
+25
103
$320K 0.2%
+1,365
104
$316K 0.2%
5,260
105
$312K 0.19%
4,052
-3,365
106
$287K 0.18%
5,578
+1,105
107
$286K 0.18%
1,142
108
$285K 0.18%
+2,543
109
$283K 0.18%
3,328
+232
110
$278K 0.17%
+2,395
111
$277K 0.17%
5,675
-146
112
$274K 0.17%
+7,164
113
$273K 0.17%
4,072
114
$273K 0.17%
2,212
-17
115
$273K 0.17%
5,397
-292
116
$273K 0.17%
1,823
+154
117
$270K 0.17%
2,425
+6
118
$270K 0.17%
2,833
+128
119
$263K 0.16%
1,600
120
$259K 0.16%
2,000
121
$252K 0.16%
1,796
+1
122
$242K 0.15%
2,768
123
$240K 0.15%
4,753
-200
124
$226K 0.14%
+1,032
125
$224K 0.14%
+6,390
2 3 4
5
6