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
$243M
AUM Growth
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$684K
2
+$623K
3
+$405K
4
CAT icon
Caterpillar
CAT
+$396K
5
ALB icon
Albemarle
ALB
+$369K

Top Sells

1
+$1.67M
2
+$1.1M
3
+$498K
4
AMAT icon
Applied Materials
AMAT
+$368K
5
NUE icon
Nucor
NUE
+$280K

Sector Composition

1 Technology 18.86%
2 Healthcare 11.58%
3 Financials 9.96%
4 Industrials 6.9%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$581K 0.24%
6,509
-311
102
$573K 0.24%
2,899
+285
103
$548K 0.23%
15,644
-1,683
104
$545K 0.22%
6,183
-144
105
$525K 0.22%
6,275
-2,416
106
$522K 0.21%
2,689
+323
107
$517K 0.21%
2,974
-250
108
$503K 0.21%
8,072
-1,172
109
$500K 0.21%
12,319
+72
110
$484K 0.2%
5,749
+116
111
$481K 0.2%
18,660
+59
112
$479K 0.2%
2,114
+1
113
$477K 0.2%
18,115
+55
114
$475K 0.2%
18,846
+55
115
$474K 0.19%
18,908
+73
116
$473K 0.19%
18,797
+65
117
$464K 0.19%
3,900
-300
118
$458K 0.19%
2,905
-20
119
$447K 0.18%
7,883
-226
120
$440K 0.18%
1,546
121
$428K 0.18%
8,686
+823
122
$425K 0.17%
2,170
123
$424K 0.17%
16,107
+19
124
$419K 0.17%
5,856
-2,927
125
$410K 0.17%
9,207
-289
3 4
5
6 7