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
$229M
AUM Growth
+$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$279K
3
+$231K
4
CVS icon
CVS Health
CVS
+$218K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$203K

Top Sells

1
+$1.65M
2
+$357K
3
+$249K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$246K
5
NVS icon
Novartis
NVS
+$233K

Sector Composition

1 Technology 13.86%
2 Healthcare 11.76%
3 Financials 9.38%
4 Industrials 6.26%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.55%
10,597
+25
52
$1.25M 0.55%
5,439
-921
53
$1.23M 0.54%
47,787
-1,152
54
$1.21M 0.53%
30,239
+1,533
55
$1.17M 0.51%
3,496
+1
56
$1.16M 0.51%
95,130
+50
57
$1.1M 0.48%
16,164
-802
58
$1.1M 0.48%
45,028
-10,231
59
$1.09M 0.48%
11,975
+443
60
$1.08M 0.47%
6,643
-29
61
$1.08M 0.47%
6,087
-280
62
$1.07M 0.47%
13,132
+256
63
$1M 0.44%
43,301
+5,233
64
$988K 0.43%
4,367
-614
65
$988K 0.43%
3,725
+98
66
$968K 0.42%
17,284
-449
67
$952K 0.42%
13,386
-5,026
68
$922K 0.4%
24,845
+1,867
69
$918K 0.4%
9,940
-1,572
70
$912K 0.4%
2,778
+1
71
$898K 0.39%
39,035
+6,382
72
$880K 0.39%
1,871
73
$879K 0.38%
10,737
-1,286
74
$876K 0.38%
36,836
+5,850
75
$876K 0.38%
21,714
-441
1 2
3
4 5