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
101
$320K 0.21%
+5,023
102
$310K 0.2%
+14,835
103
$309K 0.2%
+3,472
104
$308K 0.2%
+4,104
105
$306K 0.2%
+4,110
106
$306K 0.2%
+1,550
107
$306K 0.2%
+3,940
108
$296K 0.19%
+7,596
109
$293K 0.19%
+7,672
110
$284K 0.18%
+4,444
111
$283K 0.18%
+2,375
112
$283K 0.18%
+1,525
113
$279K 0.18%
+8,158
114
$260K 0.17%
+3,301
115
$256K 0.17%
+2,442
116
$254K 0.16%
+4,819
117
$246K 0.16%
+5,223
118
$246K 0.16%
+3,736
119
$243K 0.16%
+4,402
120
$241K 0.16%
+295
121
$241K 0.16%
+3,398
122
$239K 0.15%
+2,413
123
$227K 0.15%
+1,541
124
$213K 0.14%
+2,141
125
$210K 0.14%
+5,145
2 3 4
5
6