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
$263M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$637K
3
+$607K
4
APD icon
Air Products & Chemicals
APD
+$371K
5
JHSC icon
John Hancock Multifactor Small Cap ETF
JHSC
+$330K

Top Sells

1
+$641K
2
+$510K
3
+$319K
4
AVGO icon
Broadcom
AVGO
+$302K
5
HSY icon
Hershey
HSY
+$267K

Sector Composition

1 Technology 22.73%
2 Financials 10.01%
3 Healthcare 8.94%
4 Industrials 6.7%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$603K 0.23%
7,178
-136
102
$582K 0.22%
2,862
+257
103
$582K 0.22%
14,013
+2,958
104
$561K 0.21%
3,214
+334
105
$559K 0.21%
6,853
+489
106
$540K 0.21%
1,215
+535
107
$534K 0.2%
13,460
-599
108
$522K 0.2%
939
+103
109
$515K 0.2%
14,471
-3,497
110
$514K 0.2%
1,640
-660
111
$501K 0.19%
3,550
112
$483K 0.18%
8,378
+55
113
$465K 0.18%
2,070
114
$464K 0.18%
11,941
-75
115
$461K 0.18%
6,722
+112
116
$461K 0.18%
11,598
-123
117
$453K 0.17%
5,158
+456
118
$442K 0.17%
1,525
-108
119
$435K 0.17%
17,325
-1,796
120
$428K 0.16%
7,153
-536
121
$424K 0.16%
2,330
+150
122
$416K 0.16%
14,857
+1,581
123
$407K 0.15%
1,895
+1
124
$403K 0.15%
13,912
-255
125
$379K 0.14%
1,102
-17
3 4
5
6 7