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
51
$901K 0.58%
+3,945
52
$899K 0.58%
+19,606
53
$896K 0.58%
+7,426
54
$893K 0.58%
+7,450
55
$872K 0.56%
+7,653
56
$835K 0.54%
+14,280
57
$827K 0.53%
+12,931
58
$815K 0.53%
+12,281
59
$813K 0.52%
+16,364
60
$780K 0.5%
+449
61
$760K 0.49%
+1,170
62
$749K 0.48%
+3,055
63
$748K 0.48%
+19,584
64
$739K 0.48%
+10,608
65
$738K 0.48%
+10,412
66
$732K 0.47%
+10,227
67
$717K 0.46%
+5,773
68
$716K 0.46%
+13,336
69
$704K 0.45%
+4,502
70
$694K 0.45%
+14,265
71
$681K 0.44%
+13,169
72
$672K 0.43%
+13,050
73
$663K 0.43%
+20,749
74
$657K 0.42%
+4,578
75
$632K 0.41%
+1,986
1 2
3
4 5