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
$288M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$765K
3
+$588K
4
AVGO icon
Broadcom
AVGO
+$447K
5
JHSC icon
John Hancock Multifactor Small Cap ETF
JHSC
+$340K

Top Sells

1
+$241K
2
+$240K
3
+$233K
4
BA icon
Boeing
BA
+$225K
5
ETN icon
Eaton
ETN
+$196K

Sector Composition

1 Technology 21.97%
2 Financials 10.35%
3 Healthcare 9.03%
4 Industrials 6.73%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$666K 0.23%
6,920
+69
102
$652K 0.23%
7,143
-35
103
$648K 0.23%
3,414
+200
104
$640K 0.22%
2,863
+1
105
$636K 0.22%
1,695
106
$616K 0.21%
13,461
+1
107
$609K 0.21%
1,240
+25
108
$605K 0.21%
16,674
-4,507
109
$603K 0.21%
3,060
+730
110
$588K 0.2%
3,450
-100
111
$587K 0.2%
2,361
+466
112
$581K 0.2%
24,755
-4,328
113
$572K 0.2%
5,301
-760
114
$569K 0.2%
14,023
-448
115
$569K 0.2%
7,291
-97
116
$539K 0.19%
11,941
117
$511K 0.18%
7,107
-46
118
$510K 0.18%
985
+46
119
$498K 0.17%
4,855
-303
120
$492K 0.17%
2,070
121
$479K 0.17%
11,561
-37
122
$455K 0.16%
1,505
-20
123
$447K 0.16%
+2,593
124
$447K 0.16%
1,102
125
$435K 0.15%
1,603
+3
3 4
5
6 7