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
$227M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$607K
3
+$484K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$482K
5
AZN icon
AstraZeneca
AZN
+$390K

Top Sells

1
+$2.92B
2
+$1.4M
3
+$335K
4
T icon
AT&T
T
+$304K
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$290K

Sector Composition

1 Technology 17.11%
2 Healthcare 12.23%
3 Financials 10.31%
4 Industrials 7.26%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$535K 0.24%
10,946
+2,989
102
$528K 0.23%
6,242
+1,027
103
$517K 0.23%
6,834
-325
104
$504K 0.22%
13,550
+3,197
105
$482K 0.21%
+19,131
106
$482K 0.21%
7,195
+1,096
107
$469K 0.21%
2,170
+260
108
$453K 0.2%
8,847
+8
109
$444K 0.2%
6,036
-34
110
$432K 0.19%
3,332
111
$431K 0.19%
16,530
-594
112
$430K 0.19%
7,264
+554
113
$424K 0.19%
2,041
-160
114
$417K 0.18%
2,821
-160
115
$414K 0.18%
2,908
-389
116
$414K 0.18%
5,329
+3
117
$413K 0.18%
6,001
+176
118
$410K 0.18%
16,989
+1,982
119
$407K 0.18%
7,860
+912
120
$401K 0.18%
3,026
-189
121
$396K 0.17%
10,077
+1,376
122
$390K 0.17%
+6,513
123
$390K 0.17%
2,258
-58
124
$385K 0.17%
+2,425
125
$385K 0.17%
5,260
3 4
5
6 7