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
$288M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$765K
3
+$588K
4
AVGO icon
Broadcom
AVGO
+$447K
5
JHSC icon
John Hancock Multifactor Small Cap ETF
JHSC
+$340K

Top Sells

1
+$241K
2
+$240K
3
+$233K
4
BA icon
Boeing
BA
+$225K
5
ETN icon
Eaton
ETN
+$196K

Sector Composition

1 Technology 21.97%
2 Financials 10.35%
3 Healthcare 9.03%
4 Industrials 6.73%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.35%
1,054
-29
77
$984K 0.34%
10,094
+204
78
$970K 0.34%
3,504
-50
79
$926K 0.32%
10,384
+7
80
$918K 0.32%
8,843
-398
81
$908K 0.32%
9,461
+90
82
$888K 0.31%
10,594
-437
83
$866K 0.3%
3,309
-90
84
$857K 0.3%
47,334
-1,598
85
$851K 0.3%
5,981
86
$848K 0.29%
1,606
-150
87
$845K 0.29%
4,088
+216
88
$821K 0.29%
1,434
-7
89
$765K 0.27%
+9,047
90
$758K 0.26%
3,612
+34
91
$749K 0.26%
3,317
+1
92
$740K 0.26%
14,298
+285
93
$734K 0.25%
15,698
-87
94
$714K 0.25%
16,102
-235
95
$698K 0.24%
17,382
+8,468
96
$697K 0.24%
6,695
-70
97
$687K 0.24%
11,960
-101
98
$686K 0.24%
7,531
+678
99
$682K 0.24%
24,207
+279
100
$675K 0.23%
8,361
-17
2 3
4
5 6