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
126
$371K 0.14%
3,244
+1,603
127
$371K 0.14%
1,600
+2
128
$357K 0.14%
6,139
-907
129
$350K 0.13%
3,177
+1
130
$348K 0.13%
2,332
+3
131
$330K 0.13%
+8,914
132
$323K 0.12%
6,834
133
$317K 0.12%
1,366
-75
134
$306K 0.12%
3,179
+100
135
$301K 0.11%
3,856
136
$300K 0.11%
2,189
-93
137
$296K 0.11%
1,457
+40
138
$293K 0.11%
1,707
-63
139
$286K 0.11%
1,931
-1,137
140
$277K 0.11%
4,911
-1,170
141
$270K 0.1%
5,483
-845
142
$268K 0.1%
341
+36
143
$267K 0.1%
1,242
+35
144
$262K 0.1%
8,136
+32
145
$262K 0.1%
4,000
-365
146
$260K 0.1%
1,335
147
$259K 0.1%
1,632
-413
148
$259K 0.1%
6,721
+11
149
$255K 0.1%
3,572
+4
150
$244K 0.09%
1,581
-66
3 4 5
6
7