CPIA
Cornell Pochily Investment Advisors Portfolio holdings
AUM
$306M
This Quarter Return
+2.48%
1 Year Return
+16.93%
3 Year Return
+64.32%
5 Year Return
+118.82%
10 Year Return
–
AUM
$398K
AUM Growth
+$398K
(-100%)
Cap. Flow
+$36.2K
Cap. Flow
% of AUM
9.09%
Top 10 Holdings %
Top 10 Hldgs %
68.32%
Holding
146
New
18
Increased
95
Reduced
28
Closed
–
Top Buys
| 1 |
Tesla
TSLA
|
$6.55K |
| 2 |
Tompkins Financial
TMP
|
$4.86K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.33K |
| 4 |
AT&T
T
|
$1.97K |
| 5 |
Emerson Electric
EMR
|
$1.49K |
Top Sells
| 1 |
Paychex
PAYX
|
$213 |
| 2 |
Abbott
ABT
|
$133 |
| 3 |
Automatic Data Processing
ADP
|
$127 |
| 4 |
Thermo Fisher Scientific
TMO
|
$124 |
| 5 |
Meta Platforms (Facebook)
META
|
$77 |
Sector Composition
| 1 | Financials | 7.08% |
| 2 | Technology | 6.42% |
| 3 | Healthcare | 5.75% |
| 4 | Consumer Discretionary | 3.73% |
| 5 | Communication Services | 3.56% |
