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
$208M
AUM Growth
+$458K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$497K
3
+$418K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$342K
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$290K

Top Sells

1
+$1.33M
2
+$932K
3
+$316K
4
AZN icon
AstraZeneca
AZN
+$224K
5
TSLA icon
Tesla
TSLA
+$222K

Sector Composition

1 Technology 16.71%
2 Healthcare 13.2%
3 Financials 10.85%
4 Communication Services 6.67%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,599
152
– –
-2,020
153
– –
-1,034
154
– –
-4,481
3 4 5 6
7