CPIA
Cornell Pochily Investment Advisors Portfolio holdings
AUM
$306M
This Quarter Return
-5.47%
1 Year Return
+16.93%
3 Year Return
+64.32%
5 Year Return
+118.82%
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(+2%)
Cap. Flow
+$3.44M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
35.69%
Holding
168
New
4
Increased
79
Reduced
57
Closed
4
Top Buys
| 1 |
Gilead Sciences
GILD
|
$386K |
| 2 |
FedEx
FDX
|
$279K |
| 3 |
Capital Group International Focus Equity ETF
CGXU
|
$231K |
| 4 |
CVS Health
CVS
|
$218K |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$203K |
Top Sells
| 1 |
Apple
AAPL
|
$1.65M |
| 2 |
Bristol-Myers Squibb
BMY
|
$357K |
| 3 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$249K |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$246K |
| 5 |
Novartis
NVS
|
$233K |
Sector Composition
| 1 | Technology | 13.86% |
| 2 | Healthcare | 11.76% |
| 3 | Financials | 9.38% |
| 4 | Industrials | 6.26% |
| 5 | Consumer Staples | 6.11% |
