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
$252M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$461K
3
+$307K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$271K
5
PM icon
Philip Morris
PM
+$249K

Top Sells

1
+$502K
2
+$485K
3
+$483K
4
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$482K
5
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$482K

Sector Composition

1 Technology 20.48%
2 Financials 10.84%
3 Healthcare 9.23%
4 Industrials 7.41%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$893K 0.35%
3,574
-266
77
$881K 0.35%
9,638
-356
78
$854K 0.34%
9,116
+264
79
$853K 0.34%
3,682
-27
80
$844K 0.33%
1,756
+1
81
$830K 0.33%
6,779
-145
82
$795K 0.32%
8,825
-107
83
$782K 0.31%
11,710
-149
84
$774K 0.31%
5,981
85
$763K 0.3%
21,953
-43
86
$745K 0.3%
16,442
-5,801
87
$719K 0.29%
2,300
-205
88
$717K 0.28%
26,673
-5,475
89
$691K 0.27%
3,316
+172
90
$682K 0.27%
3,450
+156
91
$677K 0.27%
11,144
+4,464
92
$658K 0.26%
1,354
-132
93
$650K 0.26%
17,968
-1,243
94
$648K 0.26%
2,674
+52
95
$641K 0.25%
10,031
+1,250
96
$634K 0.25%
16,421
-726
97
$631K 0.25%
6,951
-140
98
$628K 0.25%
14,059
-266
99
$624K 0.25%
3,042
-1,078
100
$611K 0.24%
7,314
-3,595
2 3
4
5 6