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
$263M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$637K
3
+$607K
4
APD icon
Air Products & Chemicals
APD
+$371K
5
JHSC icon
John Hancock Multifactor Small Cap ETF
JHSC
+$330K

Top Sells

1
+$641K
2
+$510K
3
+$319K
4
AVGO icon
Broadcom
AVGO
+$302K
5
HSY icon
Hershey
HSY
+$267K

Sector Composition

1 Technology 22.73%
2 Financials 10.01%
3 Healthcare 8.94%
4 Industrials 6.7%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 0.96%
2,964
-21
27
$2.48M 0.94%
11,246
+42
28
$2.44M 0.93%
7,814
-35
29
$2.36M 0.9%
57,212
+2,372
30
$2.24M 0.85%
21,540
+1,271
31
$2.23M 0.85%
12,211
+499
32
$2.18M 0.83%
10,925
-132
33
$2.15M 0.82%
12,664
+312
34
$2.14M 0.81%
24,741
-24
35
$2.09M 0.8%
13,381
+1,313
36
$1.95M 0.74%
11,287
+491
37
$1.9M 0.72%
76,325
-1,447
38
$1.84M 0.7%
15,544
+429
39
$1.81M 0.69%
19,585
+21
40
$1.79M 0.68%
6,802
+162
41
$1.78M 0.68%
37,088
-1,282
42
$1.78M 0.68%
17,765
+182
43
$1.65M 0.63%
13,629
-167
44
$1.59M 0.6%
6,170
+671
45
$1.58M 0.6%
33,162
+464
46
$1.55M 0.59%
5,794
-12
47
$1.55M 0.59%
9,768
-344
48
$1.48M 0.56%
5,818
+352
49
$1.42M 0.54%
14,123
+94
50
$1.41M 0.54%
59,206
-8,535
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