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
$286M
AUM Growth
-$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$537K
3
+$266K
4
CGNG
Capital Group New Geography Equity ETF
CGNG
+$250K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$235K

Top Sells

1
+$1.19M
2
+$481K
3
+$420K
4
NVDA icon
NVIDIA
NVDA
+$418K
5
CCOI icon
Cogent Communications
CCOI
+$373K

Sector Composition

1 Technology 22.66%
2 Financials 11.53%
3 Healthcare 8%
4 Industrials 6.58%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$402K 0.14%
1,910
-160
127
$384K 0.13%
3,180
+1
128
$374K 0.13%
1,420
-85
129
$362K 0.13%
341
130
$345K 0.12%
4,552
+130
131
$335K 0.12%
1,391
-108
132
$331K 0.12%
4,343
+386
133
$323K 0.11%
3,249
+170
134
$322K 0.11%
6,738
+8
135
$320K 0.11%
1,731
+2
136
$313K 0.11%
3,467
-21
137
$308K 0.11%
346
-4
138
$292K 0.1%
1,207
-35
139
$283K 0.1%
537
140
$277K 0.1%
1,635
141
$274K 0.1%
3,579
+4
142
$273K 0.1%
9,332
+1,816
143
$272K 0.1%
1,633
+1
144
$270K 0.09%
2,140
-57
145
$268K 0.09%
5,384
+58
146
$253K 0.09%
1,963
-59
147
$253K 0.09%
3,856
148
$250K 0.09%
+10,081
149
$250K 0.09%
2,516
150
$242K 0.08%
4,633
-190
4 5
6
7 8