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
151
$270K 0.11%
3,185
-318
152
$266K 0.11%
1,852
-25
153
$263K 0.11%
1,082
154
$240K 0.1%
1,335
155
$237K 0.1%
3,251
-304
156
$230K 0.09%
4,389
+21
157
$225K 0.09%
+1,726
158
$225K 0.09%
1,084
-43
159
$215K 0.09%
+2,590
160
$215K 0.09%
1,207
161
$213K 0.09%
6,677
+10
162
$209K 0.09%
1,800
163
$206K 0.08%
1,189
164
$205K 0.08%
3,516
165
$201K 0.08%
+1,746
166
$201K 0.08%
+510
167
$77K 0.03%
6,162
168
– –
-2,501
169
– –
-1,814
170
– –
-4,400
171
– –
-52,884
172
– –
-2,995
3 4 5 6
7