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
$263M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$637K
3
+$607K
4
APD icon
Air Products & Chemicals
APD
+$371K
5
JHSC icon
John Hancock Multifactor Small Cap ETF
JHSC
+$330K

Top Sells

1
+$641K
2
+$510K
3
+$319K
4
AVGO icon
Broadcom
AVGO
+$302K
5
HSY icon
Hershey
HSY
+$267K

Sector Composition

1 Technology 22.73%
2 Financials 10.01%
3 Healthcare 8.94%
4 Industrials 6.7%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$878K 0.33%
1,756
77
$853K 0.32%
1,083
-1
78
$850K 0.32%
48,932
-6,792
79
$848K 0.32%
3,554
-20
80
$841K 0.32%
9,371
+255
81
$827K 0.31%
3,872
+830
82
$827K 0.31%
5,981
83
$790K 0.3%
4,065
+615
84
$770K 0.29%
9,890
+252
85
$765K 0.29%
10,377
-1,333
86
$757K 0.29%
11,031
-508
87
$750K 0.29%
3,316
88
$726K 0.28%
1,441
+87
89
$709K 0.27%
15,785
-657
90
$683K 0.26%
21,181
-772
91
$680K 0.26%
6,851
+72
92
$672K 0.26%
3,399
-20
93
$658K 0.25%
6,061
-938
94
$655K 0.25%
3,578
-104
95
$646K 0.25%
12,061
+3,585
96
$637K 0.24%
+7,388
97
$625K 0.24%
16,337
-84
98
$620K 0.24%
23,928
-2,745
99
$618K 0.23%
1,695
+343
100
$605K 0.23%
6,765
-186
2 3
4
5 6