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
$90.1M
AUM Growth
+$992K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$355K
2
+$241K
3
+$221K
4
CSX icon
CSX Corp
CSX
+$217K
5
BA icon
Boeing
BA
+$214K

Top Sells

1
+$476K
2
+$379K
3
+$303K
4
BWA icon
BorgWarner
BWA
+$302K
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$267K

Sector Composition

1 Technology 15.67%
2 Healthcare 12.16%
3 Energy 9.43%
4 Financials 8.76%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$909K 1.01%
16,504
-344
27
$908K 1.01%
9,381
28
$906K 1.01%
8,340
-150
29
$825K 0.92%
9,623
-300
30
$817K 0.91%
15,547
+2
31
$775K 0.86%
14,038
32
$761K 0.84%
11,992
-120
33
$759K 0.84%
11,010
34
$734K 0.81%
17,949
35
$717K 0.8%
16,628
+500
36
$710K 0.79%
5,636
-151
37
$707K 0.78%
5,632
-35
38
$705K 0.78%
9,668
-228
39
$699K 0.78%
16,498
-10
40
$690K 0.77%
5,789
+2,025
41
$687K 0.76%
13,070
+475
42
$664K 0.74%
13,563
+5
43
$663K 0.74%
7,585
-55
44
$646K 0.72%
26,454
45
$642K 0.71%
53,062
+96
46
$617K 0.68%
5,149
-586
47
$612K 0.68%
3,963
+240
48
$611K 0.68%
24,569
49
$592K 0.66%
6,560
+917
50
$590K 0.65%
12,168
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