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
$243M
AUM Growth
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$684K
2
+$623K
3
+$405K
4
CAT icon
Caterpillar
CAT
+$396K
5
ALB icon
Albemarle
ALB
+$369K

Top Sells

1
+$1.67M
2
+$1.1M
3
+$498K
4
AMAT icon
Applied Materials
AMAT
+$368K
5
NUE icon
Nucor
NUE
+$280K

Sector Composition

1 Technology 18.86%
2 Healthcare 11.58%
3 Financials 9.96%
4 Industrials 6.9%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$408K 0.17%
1,423
+80
127
$408K 0.17%
2,765
128
$405K 0.17%
+3,640
129
$383K 0.16%
2,139
+4
130
$376K 0.15%
1,367
131
$375K 0.15%
7,786
+40
132
$369K 0.15%
+1,654
133
$365K 0.15%
1,728
+220
134
$346K 0.14%
2,145
135
$343K 0.14%
1,375
136
$343K 0.14%
4,528
-107
137
$342K 0.14%
1,101
+57
138
$341K 0.14%
697
-10
139
$329K 0.14%
4,890
+5
140
$325K 0.13%
4,378
+53
141
$321K 0.13%
9,029
+2,100
142
$320K 0.13%
6,834
143
$310K 0.13%
2,455
144
$306K 0.13%
1,423
+162
145
$289K 0.12%
13,939
-1,082
146
$287K 0.12%
9,269
+99
147
$285K 0.12%
4,275
148
$283K 0.12%
1,626
+41
149
$281K 0.12%
2,976
-200
150
$274K 0.11%
1,787
-125
3 4 5
6
7