CPIA
Cornell Pochily Investment Advisors Portfolio holdings
AUM
$335M
1-Year Est. Return
18.43%
1 Year Est. Return
+18.43%
AUM
$306M
AUM Growth
+$21.3M
(+7.5%)
Holding
182
Top Buys
| 1 | +$1.09M | |
| 2 | +$681K | |
| 3 | +$628K | |
| 4 |
Abbott
ABT
|
+$474K |
| 5 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$437K |
Top Sells
| 1 | +$418K | |
| 2 | +$359K | |
| 3 | +$292K | |
| 4 |
Air Products & Chemicals
APD
|
+$289K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Energy Transfer Partners
ET
$56.8B
| $191K | 0.06% |
10,513
+470
|
|
||
177
Gabelli Equity Trust
GAB
$1.85B
| $172K | 0.06% |
+29,580
|
|
||
|
OXLC
178
Oxford Lane Capital
OXLC
$1.47B
| $42.3K | 0.01% |
2,013
|
|
||
179
Zimmer Biomet
ZBH
$20.4B
| – | – |
-3,694
|
|
||
180
3M
MMM
$85.3B
| – | – |
-1,717
|
|
||
181
JPMorgan Active Bond ETF
JBND
$3.22B
| – | – |
-4,362
|
|
||
182
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.16B
| – | – |
-1,315
|
|