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
151
$245K 0.1%
14,663
-138
152
$237K 0.09%
1,470
153
$234K 0.09%
+3,416
154
$231K 0.09%
6,422
-802
155
$223K 0.09%
1,302
-295
156
$215K 0.08%
1,409
+1
157
$210K 0.08%
585
158
$209K 0.08%
1,339
159
$208K 0.08%
+10,035
160
$204K 0.08%
+1,783
161
$203K 0.08%
+4,090
162
$200K 0.08%
+1,940
163
$137K 0.05%
+6,162
164
– –
-2,292
165
– –
-10,307
166
– –
-6,782
167
– –
-1,841
168
– –
-8,402
3 4 5 6
7