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
126
$420K 0.15%
16,671
-654
127
$411K 0.14%
2,285
-47
128
$397K 0.14%
6,834
129
$389K 0.14%
13,364
-548
130
$374K 0.13%
3,179
+2
131
$373K 0.13%
4,916
+5
132
$351K 0.12%
1,499
+42
133
$348K 0.12%
1,050
-590
134
$329K 0.11%
3,079
-100
135
$326K 0.11%
+3,957
136
$314K 0.11%
+1,635
137
$308K 0.11%
1,632
138
$305K 0.11%
341
139
$302K 0.1%
1,242
140
$302K 0.1%
1,729
+22
141
$302K 0.1%
+1,492
142
$300K 0.1%
3,856
143
$300K 0.1%
4,529
-1,610
144
$300K 0.1%
2,197
+8
145
$298K 0.1%
6,730
+9
146
$295K 0.1%
4,001
+1
147
$291K 0.1%
4,422
+6
148
$282K 0.1%
3,488
-74
149
$281K 0.1%
8,017
-119
150
$279K 0.1%
3,575
+3
4 5
6
7 8