CPIA

Cornell Pochily Investment Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 19.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.85%
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 +$939K
2 +$706K
3 +$593K
4
AVGO icon
Broadcom
AVGO
+$416K
5
JHSC icon
John Hancock Multifactor Small Cap ETF
JHSC
+$326K

Top Sells

1 +$241K
2 +$236K
3 +$225K
4
CSCO icon
Cisco
CSCO
+$213K
5
ETN icon
Eaton
ETN
+$180K

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
176
-1,236
177
-2,206