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
$252M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$461K
3
+$307K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$271K
5
PM icon
Philip Morris
PM
+$249K

Top Sells

1
+$502K
2
+$485K
3
+$483K
4
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$482K
5
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$482K

Sector Composition

1 Technology 20.48%
2 Financials 10.84%
3 Healthcare 9.23%
4 Industrials 7.41%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.58%
5,406
-43
52
$1.45M 0.57%
5,882
-2,043
53
$1.42M 0.57%
3,468
+2
54
$1.37M 0.54%
14,029
+812
55
$1.33M 0.53%
55,715
-802
56
$1.28M 0.51%
2,824
-17
57
$1.27M 0.5%
50,900
-764
58
$1.24M 0.49%
70,194
+452
59
$1.19M 0.47%
6,773
+401
60
$1.16M 0.46%
8,811
+139
61
$1.16M 0.46%
16,141
+144
62
$1.11M 0.44%
43,188
+1,210
63
$1.09M 0.43%
11,711
-365
64
$1.08M 0.43%
2,256
+108
65
$1.07M 0.42%
15,301
+5
66
$1.06M 0.42%
9,613
-141
67
$1.06M 0.42%
291
68
$1.04M 0.41%
16,966
+148
69
$1.03M 0.41%
1,327
+1
70
$1.02M 0.4%
12,382
+971
71
$976K 0.39%
2,836
+8
72
$965K 0.38%
55,724
-1,712
73
$949K 0.38%
41,582
-657
74
$924K 0.37%
6,999
+19
75
$904K 0.36%
1,084
+105
1 2
3
4 5