CPIA

Cornell Pochily Investment Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 19.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$681K
3
+$628K
4
ABT icon
Abbott
ABT
+$474K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$437K

Top Sells

1
+$418K
2
+$359K
3
+$292K
4
APD icon
Air Products & Chemicals
APD
+$289K
5
WCC icon
WESCO International
WCC
+$277K

Sector Composition

1 Technology 22.15%
2 Financials 11.39%
3 Healthcare 7.59%
4 Industrials 6.54%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$441K 0.14%
14,221
+220
127
$430K 0.14%
2,090
+385
128
$426K 0.14%
1,591
+202
129
$420K 0.14%
1,633
130
$412K 0.13%
1,123
+12
131
$411K 0.13%
10,216
-1,640
132
$389K 0.13%
8,605
-3,592
133
$389K 0.13%
6,834
134
$380K 0.12%
5,011
+668
135
$368K 0.12%
1,207
136
$365K 0.12%
4,596
-3,438
137
$362K 0.12%
3,702
+150
138
$342K 0.11%
1,985
-185
139
$342K 0.11%
1,735
+2
140
$327K 0.11%
3,251
+2
141
$320K 0.1%
2,593
-370
142
$315K 0.1%
3,772
-3,496
143
$302K 0.1%
537
-9
144
$292K 0.1%
8,174
+2,467
145
$281K 0.09%
6,759
+11
146
$274K 0.09%
940
-401
147
$272K 0.09%
3,587
+4
148
$271K 0.09%
+1,635
149
$269K 0.09%
+3,856
150
$264K 0.09%
1,271
4 5
6
7 8