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
$93M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$275K
3
+$245K
4
WHR icon
Whirlpool
WHR
+$230K
5
GAS
AGL Resources Inc
GAS
+$218K

Top Sells

1
+$334K
2
+$275K
3
+$252K
4
NOV icon
NOV
NOV
+$243K
5
DD icon
DuPont de Nemours
DD
+$230K

Sector Composition

1 Technology 16.03%
2 Healthcare 11.73%
3 Financials 9.76%
4 Consumer Discretionary 8.35%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$928K 1%
35,156
-1,123
27
$862K 0.93%
15,726
-23
28
$823K 0.88%
13,521
-1,376
29
$812K 0.87%
6,799
+585
30
$810K 0.87%
5,282
-428
31
$781K 0.84%
17,349
32
$766K 0.82%
8,365
+75
33
$762K 0.82%
9,231
-150
34
$749K 0.81%
13,828
35
$746K 0.8%
10,840
-500
36
$697K 0.75%
9,183
-115
37
$694K 0.75%
11,758
-35
38
$692K 0.74%
17,303
+100
39
$687K 0.74%
5,000
40
$672K 0.72%
3,252
+1,331
41
$659K 0.71%
5,445
-119
42
$656K 0.71%
7,199
-293
43
$651K 0.7%
9,423
-200
44
$647K 0.7%
12,123
-198
45
$633K 0.68%
22,772
-172
46
$633K 0.68%
14,985
-993
47
$621K 0.67%
15,556
+2,252
48
$619K 0.67%
13,235
-130
49
$601K 0.65%
9,175
50
$601K 0.65%
5,730
-25
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