CPIA

Cornell Pochily Investment Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 19.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$681K
3
+$628K
4
ABT icon
Abbott
ABT
+$474K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$437K

Top Sells

1
+$418K
2
+$359K
3
+$292K
4
APD icon
Air Products & Chemicals
APD
+$289K
5
WCC icon
WESCO International
WCC
+$277K

Sector Composition

1 Technology 22.15%
2 Financials 11.39%
3 Healthcare 7.59%
4 Industrials 6.54%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.6%
6,248
+254
52
$1.82M 0.6%
13,718
+122
53
$1.78M 0.58%
3,499
+1
54
$1.6M 0.52%
25,810
-2,500
55
$1.57M 0.51%
9,872
-1,373
56
$1.53M 0.5%
264
-9
57
$1.52M 0.5%
16,501
-801
58
$1.51M 0.49%
3,266
+377
59
$1.46M 0.48%
9,529
-590
60
$1.46M 0.48%
20,617
+3,305
61
$1.4M 0.46%
28,364
-290
62
$1.35M 0.44%
5,872
-33
63
$1.33M 0.43%
7,179
-1,496
64
$1.31M 0.43%
4,132
+135
65
$1.31M 0.43%
11,812
+2,349
66
$1.3M 0.43%
12,493
+511
67
$1.23M 0.4%
1,583
+14
68
$1.22M 0.4%
2,780
-26
69
$1.19M 0.39%
1,607
+129
70
$1.15M 0.37%
9,777
+265
71
$1.09M 0.36%
3,525
+21
72
$1.08M 0.35%
2,151
+49
73
$1.03M 0.34%
4,680
-157
74
$1.01M 0.33%
14,558
+1,243
75
$948K 0.31%
903
-53
1 2
3
4 5