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
$252M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$461K
3
+$307K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$271K
5
PM icon
Philip Morris
PM
+$249K

Top Sells

1
+$502K
2
+$485K
3
+$483K
4
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$482K
5
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$482K

Sector Composition

1 Technology 20.48%
2 Financials 10.84%
3 Healthcare 9.23%
4 Industrials 7.41%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$601K 0.24%
3,419
-77
102
$599K 0.24%
11,055
-718
103
$569K 0.23%
2,605
-225
104
$516K 0.2%
2,880
105
$510K 0.2%
10,376
-2,452
106
$510K 0.2%
6,364
+111
107
$483K 0.19%
1,894
+1
108
$479K 0.19%
19,121
-504
109
$477K 0.19%
8,323
-137
110
$469K 0.19%
11,721
-525
111
$461K 0.18%
1,633
+44
112
$461K 0.18%
+6,610
113
$456K 0.18%
1,352
+1
114
$446K 0.18%
3,550
+50
115
$443K 0.18%
7,689
+9
116
$441K 0.18%
2,070
117
$437K 0.17%
8,476
-615
118
$429K 0.17%
1,119
+4
119
$428K 0.17%
7,046
-354
120
$422K 0.17%
836
+90
121
$413K 0.16%
14,167
+21
122
$407K 0.16%
2,180
+200
123
$405K 0.16%
4,702
+12
124
$397K 0.16%
6,081
-414
125
$396K 0.16%
12,016
-150
3 4
5
6 7