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
$227M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$607K
3
+$484K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$482K
5
AZN icon
AstraZeneca
AZN
+$390K

Top Sells

1
+$2.92B
2
+$1.4M
3
+$335K
4
T icon
AT&T
T
+$304K
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$290K

Sector Composition

1 Technology 17.11%
2 Healthcare 12.23%
3 Financials 10.31%
4 Industrials 7.26%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$379K 0.17%
+1,396
127
$377K 0.17%
7,354
-171
128
$367K 0.16%
2,223
-251
129
$358K 0.16%
1,470
130
$352K 0.15%
1,778
131
$337K 0.15%
1,082
132
$317K 0.14%
4,707
+5
133
$312K 0.14%
4,005
+365
134
$312K 0.14%
1,625
135
$309K 0.14%
968
+101
136
$305K 0.13%
1,328
137
$296K 0.13%
1,700
138
$292K 0.13%
3,223
+1
139
$271K 0.12%
1,438
-39
140
$270K 0.12%
14,441
+409
141
$266K 0.12%
4,945
+300
142
$265K 0.12%
1,597
-265
143
$256K 0.11%
2,801
144
$254K 0.11%
+4,060
145
$253K 0.11%
+432
146
$252K 0.11%
7,462
-3,348
147
$235K 0.1%
4,647
-87
148
$224K 0.1%
+425
149
$220K 0.1%
+1,423
150
$220K 0.1%
+1,869
3 4 5
6
7