TIA

Tiemann Investment Advisors Portfolio holdings

AUM $244M
1-Year Est. Return 16.53%
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.1M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$323K
3
+$225K
4
GSK icon
GSK
GSK
+$221K
5
ADBE icon
Adobe
ADBE
+$218K

Top Sells

1
+$145K
2
+$104K
3
+$92.2K
4
LUMN icon
Lumen
LUMN
+$79.2K
5
GLD icon
SPDR Gold Trust
GLD
+$61.8K

Sector Composition

1 Technology 15.03%
2 Healthcare 11.32%
3 Financials 9.25%
4 Industrials 9.01%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$899K 1.01%
21,910
-3,525
27
$844K 0.95%
8,490
+650
28
$791K 0.89%
30,641
-300
29
$773K 0.87%
15,545
+350
30
$760K 0.85%
14,038
+419
31
$729K 0.82%
12,112
-30
32
$729K 0.82%
9,896
-342
33
$723K 0.81%
11,010
-255
34
$718K 0.81%
5,787
+125
35
$698K 0.78%
9,923
36
$691K 0.78%
17,949
+100
37
$659K 0.74%
7,640
-1,200
38
$654K 0.73%
16,128
+7,975
39
$653K 0.73%
12,595
+85
40
$650K 0.73%
5,735
-245
41
$645K 0.72%
13,558
+1,055
42
$638K 0.72%
16,508
+875
43
$633K 0.71%
52,966
+62
44
$632K 0.71%
12,168
45
$632K 0.71%
26,454
-100
46
$615K 0.69%
5,667
-155
47
$608K 0.68%
6,130
48
$603K 0.68%
7,476
+50
49
$581K 0.65%
19,070
+685
50
$569K 0.64%
23,850
+225
1
2
3 4 5