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
$257M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$571K
3
+$514K
4
APD icon
Air Products & Chemicals
APD
+$422K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$409K

Top Sells

1
+$2.62B
2
+$1.16M
3
+$541K
4
AMGN icon
Amgen
AMGN
+$534K
5
TMP icon
Tompkins Financial
TMP
+$522K

Sector Composition

1 Technology 18.7%
2 Healthcare 12%
3 Financials 9.91%
4 Industrials 6.39%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$392K 0.15%
9,950
-205
127
$390K 0.15%
16,049
-496
128
$379K 0.15%
6,513
129
$371K 0.14%
2,265
+4
130
$368K 0.14%
1,534
-170
131
$367K 0.14%
1,328
132
$364K 0.14%
4,175
-205
133
$352K 0.14%
16,025
-982
134
$343K 0.13%
4,522
+5
135
$343K 0.13%
2,117
-100
136
$341K 0.13%
1,733
-49
137
$329K 0.13%
1,700
138
$317K 0.12%
1,682
-15
139
$317K 0.12%
1,082
140
$316K 0.12%
3,224
+1
141
$311K 0.12%
1,494
+1
142
$311K 0.12%
4,275
143
$272K 0.11%
451
+26
144
$268K 0.1%
1,710
+243
145
$268K 0.1%
4,730
-220
146
$263K 0.1%
2,274
+694
147
$263K 0.1%
3,963
+1
148
$253K 0.1%
1,865
-7
149
$250K 0.1%
1,501
+2
150
$245K 0.1%
2,801
3 4 5
6
7