CPIA
Cornell Pochily Investment Advisors Portfolio holdings
AUM
$306M
1-Year Return
16.93%
This Quarter Return
-3.12%
1 Year Return
+16.93%
3 Year Return
+64.32%
5 Year Return
+118.82%
10 Year Return
–
AUM
$230M
AUM Growth
-$13.6M
(-5.6%)
Cap. Flow
-$4M
Cap. Flow
% of AUM
-1.74%
Top 10 Holdings %
Top 10 Hldgs %
31.82%
Holding
177
New
10
Increased
73
Reduced
69
Closed
10
Top Buys
| 1 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$901K |
| 2 |
Bristol-Myers Squibb
BMY
|
$492K |
| 3 |
Apple
AAPL
|
$453K |
| 4 |
Oneok
OKE
|
$411K |
| 5 |
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
$321K |
Top Sells
Sector Composition
| 1 | Technology | 18.86% |
| 2 | Healthcare | 12.06% |
| 3 | Financials | 10.09% |
| 4 | Industrials | 6.74% |
| 5 | Consumer Staples | 6.4% |