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
151
$276K 0.1%
2,022
+1
152
$276K 0.1%
1,335
153
$269K 0.09%
5,326
-157
154
$268K 0.09%
1,561
-20
155
$265K 0.09%
537
156
$265K 0.09%
2,516
-728
157
$259K 0.09%
1,336
-30
158
$250K 0.09%
7,516
+498
159
$250K 0.09%
3,428
-3,294
160
$248K 0.09%
350
+2
161
$248K 0.09%
2,751
-248
162
$246K 0.09%
4,823
+250
163
$246K 0.09%
1,474
164
$245K 0.09%
1,758
+4
165
$241K 0.08%
1,991
-57
166
$239K 0.08%
1,781
-150
167
$228K 0.08%
+6,450
168
$228K 0.08%
+1,282
169
$219K 0.08%
2,760
+66
170
$217K 0.08%
792
+1
171
$215K 0.07%
+9,302
172
$210K 0.07%
+4,275
173
$205K 0.07%
+3,551
174
$203K 0.07%
+855
175
$202K 0.07%
2,046
-115
4 5 6
7
8