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
$107M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$592K
3
+$367K
4
PAAS icon
Pan American Silver
PAAS
+$296K
5
SO icon
Southern Company
SO
+$235K

Top Sells

1
+$234K
2
+$201K
3
+$198K
4
PII icon
Polaris
PII
+$147K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$118K

Sector Composition

1 Technology 12.79%
2 Healthcare 11.25%
3 Financials 8.32%
4 Industrials 6.65%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.99%
7,290
-139
27
$1.05M 0.99%
17,004
-400
28
$1.02M 0.95%
6,737
+37
29
$1M 0.94%
21,164
+103
30
$994K 0.93%
8,101
+770
31
$973K 0.91%
29,655
-1,468
32
$949K 0.89%
4,160
33
$921K 0.86%
20,027
+543
34
$896K 0.84%
25,460
+400
35
$895K 0.84%
12,551
+101
36
$861K 0.81%
15,417
+354
37
$828K 0.78%
11,253
-590
38
$826K 0.77%
5,639
-96
39
$815K 0.76%
6,970
40
$797K 0.75%
7,601
-64
41
$795K 0.74%
22,220
+1,640
42
$792K 0.74%
10,000
-650
43
$772K 0.72%
18,264
+680
44
$748K 0.7%
5,861
-125
45
$746K 0.7%
9,390
+150
46
$727K 0.68%
23,651
+978
47
$700K 0.66%
24,397
-250
48
$687K 0.64%
7,400
+405
49
$669K 0.63%
12,161
+79
50
$668K 0.63%
4,730
-535
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