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
$398K
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$6.55K
2
+$4.86K
3
+$2.33K
4
T icon
AT&T
T
+$1.97K
5
EMR icon
Emerson Electric
EMR
+$1.49K

Top Sells

1
+$213
2
+$133
3
+$127
4
TMO icon
Thermo Fisher Scientific
TMO
+$124
5
META icon
Meta Platforms (Facebook)
META
+$77

Sector Composition

1 Financials 7.08%
2 Technology 6.42%
3 Healthcare 5.75%
4 Consumer Discretionary 3.73%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$213K 53.53%
5,490
+60
2
$13.8K 3.47%
169,188
+59,592
3
$8.09K 2.03%
163,440
+7,852
4
$7.04K 1.77%
24,013
-13
5
$6.55K 1.65%
+36,720
6
$5.25K 1.32%
207,446
+77,743
7
$4.92K 1.24%
58,478
-1,587
8
$4.66K 1.17%
64,020
+218
9
$4.29K 1.08%
64,334
+8,321
10
$4.29K 1.08%
55,986
+9,867
11
$4.27K 1.07%
74,801
+20,943
12
$4.1K 1.03%
37,423
+2,982
13
$3.82K 0.96%
12
14
$3.74K 0.94%
26,860
+7,204
15
$3.25K 0.82%
37,225
+3,881
16
$2.95K 0.74%
61,539
+13,535
17
$2.91K 0.73%
21,694
+2,636
18
$2.88K 0.72%
13,529
+3,861
19
$2.51K 0.63%
32,457
+2,868
20
$2.27K 0.57%
7,719
-422
21
$2.12K 0.53%
38,710
+6,162
22
$2.08K 0.52%
31,210
+22,375
23
$2.08K 0.52%
38,420
+3,600
24
$1.93K 0.49%
11,433
-326
25
$1.9K 0.48%
10,299
+93
1
2 3 4 5