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
$208M
AUM Growth
+$458K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$497K
3
+$418K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$342K
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$290K

Top Sells

1
+$1.33M
2
+$932K
3
+$316K
4
AZN icon
AstraZeneca
AZN
+$224K
5
TSLA icon
Tesla
TSLA
+$222K

Sector Composition

1 Technology 16.71%
2 Healthcare 13.2%
3 Financials 10.85%
4 Communication Services 6.67%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$445K 0.21%
1,589
+65
102
$442K 0.21%
5,215
-20
103
$440K 0.21%
3,297
-1,174
104
$422K 0.2%
3,332
105
$421K 0.2%
6,710
+928
106
$420K 0.2%
6,070
-150
107
$419K 0.2%
5,326
+3
108
$418K 0.2%
+8,839
109
$412K 0.2%
3,215
-121
110
$398K 0.19%
5,260
111
$396K 0.19%
2,981
+125
112
$393K 0.19%
6,099
+1,704
113
$387K 0.19%
1,910
114
$386K 0.19%
7,525
-179
115
$376K 0.18%
5,825
+1,771
116
$374K 0.18%
2,201
+4
117
$372K 0.18%
2,316
-100
118
$360K 0.17%
6,948
+3,126
119
$359K 0.17%
10,353
+2,024
120
$352K 0.17%
10,810
+4,120
121
$350K 0.17%
2,474
-374
122
$345K 0.17%
7,957
-141
123
$334K 0.16%
1,470
124
$334K 0.16%
8,701
-634
125
$333K 0.16%
1,295
-48
3 4
5
6 7