CPIA
Cornell Pochily Investment Advisors Portfolio holdings
AUM
$306M
1-Year Return
16.93%
This Quarter Return
-0.12%
1 Year Return
+16.93%
3 Year Return
+64.32%
5 Year Return
+118.82%
10 Year Return
–
AUM
$231M
AUM Growth
+$3.54M
(+1.6%)
Cap. Flow
+$7.39M
Cap. Flow
% of AUM
3.2%
Top 10 Holdings %
Top 10 Hldgs %
30.77%
Holding
161
New
2
Increased
91
Reduced
42
Closed
1
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$3.28M |
| 2 |
Amazon
AMZN
|
$650K |
| 3 |
Tompkins Financial
TMP
|
$532K |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$446K |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$288K |
Top Sells
| 1 |
Apple
AAPL
|
$1.73M |
| 2 |
GE Aerospace
GE
|
$205K |
| 3 |
Labcorp
LH
|
$162K |
| 4 |
AT&T
T
|
$156K |
| 5 |
Thermo Fisher Scientific
TMO
|
$76K |
Sector Composition
| 1 | Technology | 16.65% |
| 2 | Healthcare | 11.92% |
| 3 | Financials | 10.51% |
| 4 | Industrials | 6.79% |
| 5 | Communication Services | 6.52% |
