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
$288M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$765K
3
+$588K
4
AVGO icon
Broadcom
AVGO
+$447K
5
JHSC icon
John Hancock Multifactor Small Cap ETF
JHSC
+$340K

Top Sells

1
+$241K
2
+$240K
3
+$233K
4
BA icon
Boeing
BA
+$225K
5
ETN icon
Eaton
ETN
+$196K

Sector Composition

1 Technology 21.97%
2 Financials 10.35%
3 Healthcare 9.03%
4 Industrials 6.73%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 0.92%
2,985
+21
27
$2.61M 0.91%
58,199
+987
28
$2.5M 0.87%
7,769
-45
29
$2.49M 0.87%
11,271
-16
30
$2.46M 0.85%
21,540
31
$2.44M 0.85%
25,170
+429
32
$2.44M 0.85%
12,305
+94
33
$2.35M 0.82%
14,184
+170
34
$2.25M 0.78%
13,140
+476
35
$2.11M 0.73%
15,689
+145
36
$2.01M 0.7%
17,444
-321
37
$2.01M 0.7%
79,919
+3,594
38
$1.91M 0.66%
19,957
+372
39
$1.9M 0.66%
12,911
-470
40
$1.89M 0.66%
6,887
+85
41
$1.86M 0.65%
10,927
+2
42
$1.84M 0.64%
13,644
+15
43
$1.83M 0.63%
36,991
-97
44
$1.8M 0.62%
5,895
+77
45
$1.73M 0.6%
2,965
+155
46
$1.73M 0.6%
14,297
+174
47
$1.7M 0.59%
69,774
+10,568
48
$1.67M 0.58%
6,100
-70
49
$1.62M 0.56%
9,649
-119
50
$1.62M 0.56%
5,710
-84
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2
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