CPIA
Cornell Pochily Investment Advisors Portfolio holdings
AUM
$306M
1-Year Return
16.93%
This Quarter Return
+1.88%
1 Year Return
+16.93%
3 Year Return
+64.32%
5 Year Return
+118.82%
10 Year Return
–
AUM
$286M
AUM Growth
-$1.59M
(-0.55%)
Cap. Flow
-$3.83M
Cap. Flow
% of AUM
-1.34%
Top 10 Holdings %
Top 10 Hldgs %
35.65%
Holding
181
New
6
Increased
66
Reduced
82
Closed
14
Top Buys
| 1 |
Tompkins Financial
TMP
|
$1.05M |
| 2 |
S&P Global
SPGI
|
$537K |
| 3 |
Capital Group International Focus Equity ETF
CGXU
|
$266K |
| 4 |
CGNG
Capital Group New Geography Equity ETF
CGNG
|
$250K |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
$235K |
Top Sells
| 1 |
Booking.com
BKNG
|
$1.19M |
| 2 |
Apple
AAPL
|
$481K |
| 3 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$420K |
| 4 |
NVIDIA
NVDA
|
$418K |
| 5 |
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% |
