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
$284M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$785K
3
+$695K
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$428K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$424K

Top Sells

1
+$369K
2
+$345K
3
+$277K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$268K
5
AZN icon
AstraZeneca
AZN
+$253K

Sector Composition

1 Technology 20.53%
2 Financials 12.23%
3 Healthcare 8.69%
4 Industrials 6.24%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$233K 0.08%
+4,362
152
$232K 0.08%
7,825
153
$232K 0.08%
8,097
-4,920
154
$231K 0.08%
3,381
+4
155
$228K 0.08%
1,271
156
$227K 0.08%
6,450
157
$224K 0.08%
1,315
-135
158
$211K 0.07%
+5,707
159
$210K 0.07%
1,686
-49
160
$209K 0.07%
+5,555
161
$204K 0.07%
+3,671
162
$204K 0.07%
1,349
163
$202K 0.07%
1,809
+16
164
$187K 0.07%
+10,043
165
$47.5K 0.02%
+2,013
166
– –
-2,796
167
– –
-5,384
168
– –
-4,654
169
– –
-4,002
170
– –
-1,635
171
– –
-1,075
172
– –
-793
173
– –
-4,552
174
– –
-3,856
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