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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$7.08M
3
+$6.49M
4
ABBV icon
AbbVie
ABBV
+$6.37M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.46M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.47%
2 Financials 13.1%
3 Technology 12.64%
4 Utilities 7.61%
5 Consumer Staples 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$600K 0.39%
+4,147
77
$591K 0.38%
+3,151
78
$588K 0.38%
+7,325
79
$563K 0.36%
+16,393
80
$547K 0.35%
+3,511
81
$532K 0.34%
+11,831
82
$520K 0.34%
+41,691
83
$513K 0.33%
+14,777
84
$497K 0.32%
+3,632
85
$484K 0.31%
+7,972
86
$481K 0.31%
+4,481
87
$477K 0.31%
+8,313
88
$462K 0.3%
+899
89
$457K 0.29%
+5,474
90
$446K 0.29%
+4,956
91
$420K 0.27%
+1,310
92
$375K 0.24%
+8,768
93
$369K 0.24%
+76,400
94
$367K 0.24%
+9,407
95
$366K 0.24%
+2,570
96
$353K 0.23%
+1,663
97
$353K 0.23%
+7,035
98
$352K 0.23%
+1,150
99
$344K 0.22%
+3,953
100
$321K 0.21%
+4,610
2 3
4
5 6