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
$288M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$765K
3
+$588K
4
AVGO icon
Broadcom
AVGO
+$447K
5
JHSC icon
John Hancock Multifactor Small Cap ETF
JHSC
+$340K

Top Sells

1
+$241K
2
+$240K
3
+$233K
4
BA icon
Boeing
BA
+$225K
5
ETN icon
Eaton
ETN
+$196K

Sector Composition

1 Technology 21.97%
2 Financials 10.35%
3 Healthcare 9.03%
4 Industrials 6.73%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.55%
71,652
-530
52
$1.57M 0.54%
17,396
+5
53
$1.53M 0.53%
28,775
-4,387
54
$1.5M 0.52%
11,719
-120
55
$1.46M 0.51%
5,930
56
$1.46M 0.51%
3,495
+26
57
$1.44M 0.5%
59,038
+10,392
58
$1.42M 0.49%
5,511
+156
59
$1.38M 0.48%
1,558
+15
60
$1.36M 0.47%
53,420
+9,943
61
$1.33M 0.46%
21,378
+5,195
62
$1.27M 0.44%
17,653
+244
63
$1.26M 0.44%
46,648
+3,089
64
$1.25M 0.43%
4,186
+76
65
$1.22M 0.42%
12,695
-97
66
$1.19M 0.41%
282
67
$1.17M 0.41%
9,957
+155
68
$1.14M 0.4%
15,438
-72
69
$1.13M 0.39%
2,141
+20
70
$1.12M 0.39%
6,589
-146
71
$1.11M 0.38%
47,029
+3,211
72
$1.11M 0.38%
2,879
-26
73
$1.02M 0.35%
35,171
+20,314
74
$1.01M 0.35%
4,352
+287
75
$1M 0.35%
8,836
-335
1 2
3
4 5