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
$398K
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$6.55K
2
+$4.86K
3
+$2.33K
4
T icon
AT&T
T
+$1.97K
5
EMR icon
Emerson Electric
EMR
+$1.49K

Top Sells

1
+$213
2
+$133
3
+$127
4
TMO icon
Thermo Fisher Scientific
TMO
+$124
5
META icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$279 0.07%
4,401
+118
127
$273 0.07%
+3,276
128
$271 0.07%
9,397
+2,218
129
$271 0.07%
3,606
-873
130
$270 0.07%
15,702
+3,218
131
$270 0.07%
3,205
+3
132
$269 0.07%
6,515
+6
133
$266 0.07%
2,157
+143
134
$259 0.07%
2,364
+45
135
$243 0.06%
3,507
-300
136
$233 0.06%
2,657
+50
137
$233 0.06%
+1,487
138
$233 0.06%
2,107
-334
139
$220 0.06%
+4,580
140
$218 0.05%
+740
141
$204 0.05%
2,232
-60
142
$143 0.04%
+10,123
143
$143 0.04%
+3,579
144
$128 0.03%
+4,440
145
$107 0.03%
3,568
-1,052
146
$58 0.01%
+10,017
2 3 4 5
6