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
$101M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1 +$431K
2 +$264K
3 +$226K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$225K
5
ABB
ABB Ltd
ABB
+$216K

Top Sells

1 +$370K
2 +$317K
3 +$264K
4
LLY icon
Eli Lilly
LLY
+$238K
5
C icon
Citigroup
C
+$229K

Sector Composition

1 Technology 14.5%
2 Healthcare 11.24%
3 Financials 8.93%
4 Industrials 6.72%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.02M 1.01%
21,061
+1,478
27
$1.01M 1%
16,344
+80
28
$1.01M 1%
31,123
+2,776
29
$994K 0.98%
17,404
+100
30
$973K 0.96%
4,160
+20
31
$956K 0.95%
25,060
+1,600
32
$914K 0.9%
44,935
33
$889K 0.88%
19,484
+2,602
34
$871K 0.86%
7,331
35
$815K 0.81%
15,063
+700
36
$807K 0.8%
10,650
37
$799K 0.79%
5,986
38
$799K 0.79%
5,735
+169
39
$795K 0.79%
6,970
40
$789K 0.78%
12,450
+2
41
$757K 0.75%
11,843
42
$731K 0.72%
7,665
-126
43
$715K 0.71%
17,584
+1,240
44
$711K 0.7%
22,673
+4,675
45
$702K 0.69%
24,647
-400
46
$694K 0.69%
5,902
+874
47
$682K 0.67%
9,240
-86
48
$679K 0.67%
5,265
+250
49
$662K 0.65%
9,440
50
$644K 0.64%
5,616
-779