CPIA
Cornell Pochily Investment Advisors Portfolio holdings
AUM
$306M
This Quarter Return
+2.82%
1 Year Return
+16.93%
3 Year Return
+64.32%
5 Year Return
+118.82%
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(+39,210%)
Cap. Flow
-$21.2M
Cap. Flow
% of AUM
-13.54%
Top 10 Holdings %
Top 10 Hldgs %
33.85%
Holding
149
New
3
Increased
29
Reduced
97
Closed
17
Top Buys
| 1 |
L3Harris
LHX
|
$420K |
| 2 |
Hershey
HSY
|
$310K |
| 3 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$256K |
| 4 |
US Bancorp
USB
|
$219K |
| 5 |
Atmos Energy
ATO
|
$205K |
Top Sells
| 1 |
Tompkins Financial
TMP
|
$4.98M |
| 2 |
AT&T
T
|
$1.45M |
| 3 |
Emerson Electric
EMR
|
$1.41M |
| 4 |
Verizon
VZ
|
$1.16M |
| 5 |
Apple
AAPL
|
$884K |
Sector Composition
| 1 | Technology | 14.25% |
| 2 | Financials | 13.69% |
| 3 | Healthcare | 13.61% |
| 4 | Communication Services | 7.94% |
| 5 | Consumer Staples | 7.9% |
