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
$263M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$637K
3
+$607K
4
APD icon
Air Products & Chemicals
APD
+$371K
5
JHSC icon
John Hancock Multifactor Small Cap ETF
JHSC
+$330K

Top Sells

1
+$641K
2
+$510K
3
+$319K
4
AVGO icon
Broadcom
AVGO
+$302K
5
HSY icon
Hershey
HSY
+$267K

Sector Composition

1 Technology 22.73%
2 Financials 10.01%
3 Healthcare 8.94%
4 Industrials 6.7%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.53%
1,543
+216
52
$1.38M 0.52%
72,182
+1,988
53
$1.38M 0.52%
5,355
-51
54
$1.35M 0.51%
17,391
+1,250
55
$1.34M 0.51%
5,930
+48
56
$1.31M 0.5%
2,810
-14
57
$1.3M 0.49%
3,469
+1
58
$1.23M 0.47%
11,839
+128
59
$1.15M 0.44%
48,646
-7,069
60
$1.14M 0.43%
9,171
+360
61
$1.12M 0.43%
43,559
+371
62
$1.12M 0.42%
282
-9
63
$1.11M 0.42%
6,735
-38
64
$1.11M 0.42%
17,409
+443
65
$1.09M 0.41%
2,905
+69
66
$1.08M 0.41%
43,477
-7,423
67
$1.07M 0.41%
9,802
+189
68
$1.06M 0.4%
4,110
+1,436
69
$1M 0.38%
12,792
+410
70
$993K 0.38%
43,818
+2,236
71
$981K 0.37%
15,510
+209
72
$947K 0.36%
16,183
+5,039
73
$925K 0.35%
2,121
-135
74
$901K 0.34%
29,083
-10,309
75
$897K 0.34%
9,241
+416
1 2
3
4 5