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
$257M
AUM Growth
+$43K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$1.24M
3
+$1.23M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.21M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.15M

Top Sells

1
+$2.32M
2
+$1.28M
3
+$816K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$802K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$483K

Sector Composition

1 Technology 17.44%
2 Healthcare 12.01%
3 Financials 10.22%
4 Industrials 7.01%
5 Consumer Staples 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.55%
10,808
+4,973
52
$1.38M 0.54%
17,623
-16,411
53
$1.37M 0.53%
18,790
+698
54
$1.36M 0.53%
10,482
+2,902
55
$1.33M 0.52%
3,702
-1,236
56
$1.32M 0.51%
45,921
+2,451
57
$1.3M 0.5%
15,795
+805
58
$1.29M 0.5%
5,582
-32
59
$1.28M 0.5%
25,763
-830
60
$1.26M 0.49%
17,386
-109
61
$1.24M 0.48%
5,450
-235
62
$1.24M 0.48%
+49,204
63
$1.23M 0.48%
+49,824
64
$1.21M 0.47%
5,719
+858
65
$1.21M 0.47%
22,781
+957
66
$1.21M 0.47%
+47,800
67
$1.2M 0.47%
11,229
+1,368
68
$1.2M 0.47%
12,102
+103
69
$1.18M 0.46%
11,352
+1,638
70
$1.16M 0.45%
17,127
-241
71
$1.16M 0.45%
2,781
-3
72
$1.15M 0.45%
+46,052
73
$1.15M 0.45%
+43,544
74
$1.11M 0.43%
17,967
-293
75
$1.07M 0.42%
10,127
+397
1 2
3
4 5