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
$145M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$278K
3
+$265K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$218K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$204K

Top Sells

1
+$2.37B
2
+$4.19M
3
+$1.8M
4
CVX icon
Chevron
CVX
+$355K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$340K

Sector Composition

1 Healthcare 15.03%
2 Technology 14.08%
3 Financials 13.18%
4 Utilities 7.39%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,718
127
– –
-34,940
128
– –
-14
2 3 4 5
6