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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$7.08M
3
+$6.49M
4
ABBV icon
AbbVie
ABBV
+$6.37M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.46M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.47%
2 Financials 13.1%
3 Technology 12.64%
4 Utilities 7.61%
5 Consumer Staples 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.54M 6.16%
+117,261
2
$7.08M 4.57%
+167,228
3
$6.49M 4.19%
+24,331
4
$6.37M 4.11%
+65,911
5
$4.46M 2.88%
+31,957
6
$4.45M 2.87%
+53,239
7
$4.03M 2.6%
+44
8
$3.9M 2.52%
+302
9
$3.59M 2.32%
+62,987
10
$3.55M 2.29%
+120,820
11
$3.4M 2.2%
+37,068
12
$2.98M 1.92%
+10
13
$2.94M 1.9%
+34,365
14
$2.89M 1.86%
+54,538
15
$2.7M 1.74%
+44,108
16
$2.31M 1.49%
+11,746
17
$2.23M 1.44%
+48,367
18
$2.14M 1.38%
+107,080
19
$2.13M 1.37%
+31,295
20
$1.9M 1.23%
+10,008
21
$1.87M 1.21%
+23,045
22
$1.83M 1.18%
+35,040
23
$1.64M 1.06%
+12,247
24
$1.56M 1.01%
+18,245
25
$1.56M 1.01%
+5,801
1
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