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
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$1.73M
3
+$1.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M
5
DMB
BNY Mellon Municipal Bond Infrastructure Fund
DMB
+$1.21M

Top Sells

1
+$1.58M
2
+$366K
3
+$314K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$217K
5
ENB icon
Enbridge
ENB
+$214K

Sector Composition

1 Financials 16.33%
2 Healthcare 14.56%
3 Technology 12.75%
4 Communication Services 9.01%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$559K 0.36%
3,738
-126
77
$556K 0.36%
5,077
+1,057
78
$521K 0.34%
3,978
79
$514K 0.33%
10,477
-887
80
$514K 0.33%
6,878
+603
81
$506K 0.33%
5,562
+676
82
$501K 0.32%
3,121
+22
83
$474K 0.31%
3,093
+151
84
$468K 0.3%
3,418
+625
85
$453K 0.29%
1,155
+144
86
$432K 0.28%
5,121
-4
87
$426K 0.28%
6,145
+696
88
$426K 0.28%
3,923
+204
89
$422K 0.27%
2,073
+481
90
$420K 0.27%
7,208
91
$390K 0.25%
8,043
-743
92
$390K 0.25%
12,774
+735
93
$389K 0.25%
2,459
+3
94
$359K 0.23%
107,720
+40,200
95
$353K 0.23%
3,783
-420
96
$339K 0.22%
8,479
-743
97
$339K 0.22%
+1,972
98
$330K 0.21%
7,309
+2,359
99
$328K 0.21%
7,350
-172
100
$321K 0.21%
1,310
+45
2 3
4
5 6