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
$257M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$571K
3
+$514K
4
APD icon
Air Products & Chemicals
APD
+$422K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$409K

Top Sells

1
+$2.62B
2
+$1.16M
3
+$541K
4
AMGN icon
Amgen
AMGN
+$534K
5
TMP icon
Tompkins Financial
TMP
+$522K

Sector Composition

1 Technology 18.7%
2 Healthcare 12%
3 Financials 9.91%
4 Industrials 6.39%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$571K 0.22%
+14,833
102
$566K 0.22%
9,365
+273
103
$550K 0.21%
6,180
+15
104
$548K 0.21%
14,712
-523
105
$526K 0.2%
10,299
+558
106
$519K 0.2%
6,418
+205
107
$515K 0.2%
8,863
+8
108
$509K 0.2%
6,834
109
$507K 0.2%
8,368
-762
110
$502K 0.2%
8,378
-131
111
$491K 0.19%
5,260
112
$463K 0.18%
2,170
113
$458K 0.18%
2,910
-49
114
$453K 0.18%
3,332
115
$450K 0.18%
6,203
+201
116
$441K 0.17%
9,501
-573
117
$439K 0.17%
2,047
+3
118
$427K 0.17%
1,396
119
$422K 0.16%
+1,387
120
$420K 0.16%
8,323
+968
121
$415K 0.16%
8,232
+2,866
122
$414K 0.16%
998
-15
123
$410K 0.16%
2,952
-18
124
$407K 0.16%
2,425
125
$403K 0.16%
5,135
-1,077
3 4
5
6 7