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
$252M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$461K
3
+$307K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$271K
5
PM icon
Philip Morris
PM
+$249K

Top Sells

1
+$502K
2
+$485K
3
+$483K
4
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$482K
5
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$482K

Sector Composition

1 Technology 20.48%
2 Financials 10.84%
3 Healthcare 9.23%
4 Industrials 7.41%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.91%
54,840
+3,213
27
$2.23M 0.89%
7,849
+199
28
$2.23M 0.88%
24,765
+1,599
29
$2.21M 0.88%
18,819
-605
30
$2.19M 0.87%
2,985
-83
31
$2.14M 0.85%
11,712
+216
32
$2.12M 0.84%
14,055
+313
33
$2.06M 0.82%
10,796
+12
34
$1.93M 0.77%
77,772
-774
35
$1.9M 0.76%
12,068
+6
36
$1.87M 0.74%
11,057
-46
37
$1.86M 0.74%
15,115
+198
38
$1.85M 0.74%
6,640
-80
39
$1.85M 0.73%
38,370
-469
40
$1.75M 0.7%
12,352
-1,878
41
$1.74M 0.69%
39,392
-1,909
42
$1.73M 0.69%
10,112
+4
43
$1.7M 0.67%
17,583
-169
44
$1.7M 0.67%
13,796
-535
45
$1.66M 0.66%
5,499
-123
46
$1.65M 0.66%
19,564
+152
47
$1.63M 0.65%
32,698
+289
48
$1.62M 0.64%
67,741
-382
49
$1.54M 0.61%
5,466
+47
50
$1.51M 0.6%
5,806
-84
1
2
3 4 5