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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$7.08M
3
+$6.49M
4
ABBV icon
AbbVie
ABBV
+$6.37M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.46M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.47%
2 Financials 13.1%
3 Technology 12.64%
4 Utilities 7.61%
5 Consumer Staples 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.96%
+11,842
27
$1.47M 0.95%
+9,988
28
$1.43M 0.92%
+14,515
29
$1.42M 0.92%
+8,160
30
$1.4M 0.9%
+36,461
31
$1.36M 0.88%
+12,709
32
$1.35M 0.87%
+22,854
33
$1.32M 0.85%
+9,609
34
$1.31M 0.84%
+7,591
35
$1.28M 0.83%
+33,761
36
$1.27M 0.82%
+13,707
37
$1.22M 0.79%
+22,727
38
$1.2M 0.78%
+24,178
39
$1.2M 0.77%
+24,878
40
$1.08M 0.7%
+9,195
41
$1.07M 0.69%
+13,996
42
$1.06M 0.68%
+10,356
43
$1.05M 0.68%
+18
44
$1.03M 0.67%
+19,660
45
$998K 0.64%
+11,866
46
$991K 0.64%
+11,675
47
$953K 0.62%
+6,048
48
$930K 0.6%
+4,693
49
$925K 0.6%
+12,268
50
$917K 0.59%
+14,975
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