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
$161M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$739K
2
+$545K
3
+$514K
4
RTX icon
RTX Corp
RTX
+$421K
5
TSLA icon
Tesla
TSLA
+$378K

Top Sells

1
+$428K
2
+$416K
3
+$259K
4
MTN icon
Vail Resorts
MTN
+$220K
5
XOM icon
Exxon Mobil
XOM
+$153K

Sector Composition

1 Technology 17.9%
2 Healthcare 15.17%
3 Financials 10.52%
4 Communication Services 7.6%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$224K 0.14%
+1,761
127
$219K 0.14%
+3,247
128
$216K 0.13%
2,734
-338
129
$214K 0.13%
+3,765
130
$210K 0.13%
34,500
-1,000
131
$204K 0.13%
3,982
-1,353
132
$202K 0.13%
+3,226
133
$201K 0.12%
3,640
-855
134
$200K 0.12%
+1,195
135
$200K 0.12%
+11,009
136
$184K 0.11%
+12,675
137
$165K 0.1%
13,512
-8,559
138
$98K 0.06%
2,893
+201
139
– –
-3,171
140
– –
-13,872
141
– –
-1,490
142
– –
-15,297
2 3 4 5
6