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
$227M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$607K
3
+$484K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$482K
5
AZN icon
AstraZeneca
AZN
+$390K

Top Sells

1
+$2.92B
2
+$1.4M
3
+$335K
4
T icon
AT&T
T
+$304K
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$290K

Sector Composition

1 Technology 17.11%
2 Healthcare 12.23%
3 Financials 10.31%
4 Industrials 7.26%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.52%
20,708
+308
52
$1.18M 0.52%
17,578
+872
53
$1.17M 0.52%
3,103
+886
54
$1.16M 0.51%
15,598
+807
55
$1.14M 0.5%
4,873
+259
56
$1.11M 0.49%
2,804
-49
57
$1.1M 0.48%
2,785
+5
58
$1.09M 0.48%
14,003
+292
59
$1.09M 0.48%
4,446
+222
60
$1.05M 0.46%
12,287
+1,607
61
$1.04M 0.46%
4,608
-441
62
$1.04M 0.46%
9,288
-179
63
$1.03M 0.45%
17,026
-173
64
$1.01M 0.45%
9,678
+1,227
65
$1.01M 0.44%
18,646
+2,295
66
$996K 0.44%
6,719
+333
67
$982K 0.43%
16,111
+1,243
68
$954K 0.42%
5,429
-16
69
$932K 0.41%
6,965
+541
70
$888K 0.39%
7,153
-786
71
$881K 0.39%
8,565
-700
72
$880K 0.39%
10,593
+226
73
$879K 0.39%
1,005
-25
74
$877K 0.39%
8,689
+394
75
$874K 0.38%
10,750
-112
1 2
3
4 5