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
126
$372K 0.15%
2,329
-349
127
$368K 0.15%
13,276
-81
128
$364K 0.14%
1,598
-34
129
$346K 0.14%
3,068
-161
130
$339K 0.13%
2,282
+107
131
$328K 0.13%
6,834
132
$326K 0.13%
1,417
+4
133
$322K 0.13%
3,176
+2
134
$312K 0.12%
3,079
+50
135
$311K 0.12%
6,328
-272
136
$311K 0.12%
1,441
-105
137
$306K 0.12%
4,365
+1,113
138
$302K 0.12%
2,280
+10
139
$299K 0.12%
8,104
-256
140
$294K 0.12%
2,338
141
$290K 0.11%
3,568
+83
142
$286K 0.11%
2,045
+1
143
$286K 0.11%
1,481
-247
144
$286K 0.11%
3,279
-1,252
145
$276K 0.11%
1,770
+38
146
$271K 0.11%
680
+65
147
$267K 0.11%
1,375
148
$261K 0.1%
3,856
149
$259K 0.1%
537
+13
150
$259K 0.1%
3,242
+423
4 5
6
7 8