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
151
$257K 0.08%
4,383
152
$251K 0.08%
3,887
+216
153
$247K 0.08%
1,566
+217
154
$243K 0.08%
6,450
155
$242K 0.08%
+5,115
156
$235K 0.08%
+1,817
157
$229K 0.08%
2,554
-162
158
$225K 0.07%
1,688
+2
159
$222K 0.07%
5,555
160
$221K 0.07%
+433
161
$220K 0.07%
+2,152
162
$219K 0.07%
6,540
-1,557
163
$217K 0.07%
3,391
+10
164
$216K 0.07%
+605
165
$211K 0.07%
2,094
-55
166
$209K 0.07%
+2,289
167
$207K 0.07%
+392
168
$207K 0.07%
+1,132
169
$206K 0.07%
+1,510
170
$205K 0.07%
+8,000
171
$205K 0.07%
+8,120
172
$204K 0.07%
+8,045
173
$204K 0.07%
+8,040
174
$203K 0.07%
+7,935
175
$201K 0.07%
1,872
+63
4 5 6
7
8