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
$109M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$230K
3
+$223K
4
GLW icon
Corning
GLW
+$218K
5
AMAT icon
Applied Materials
AMAT
+$208K

Top Sells

1
+$269K
2
+$234K
3
+$221K
4
AAPL icon
Apple
AAPL
+$100K
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$92.3K

Sector Composition

1 Technology 13.72%
2 Healthcare 10.85%
3 Financials 8.84%
4 Industrials 6.55%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.98%
8,647
+546
27
$1.05M 0.96%
6,935
-355
28
$1.04M 0.95%
11,250
-75
29
$1.04M 0.95%
6,794
-50
30
$1.02M 0.94%
25,460
31
$1.02M 0.94%
20,377
+350
32
$951K 0.87%
6,697
-40
33
$929K 0.85%
22,180
-40
34
$927K 0.85%
4,160
35
$892K 0.82%
20,141
-1,023
36
$835K 0.76%
5,664
+25
37
$825K 0.76%
6,845
-125
38
$816K 0.75%
26,256
39
$801K 0.73%
15,417
40
$800K 0.73%
12,528
-23
41
$795K 0.73%
18,204
-60
42
$788K 0.72%
7,656
+55
43
$784K 0.72%
8,984
44
$760K 0.7%
23,972
-425
45
$745K 0.68%
23,501
-150
46
$739K 0.68%
5,741
-120
47
$724K 0.66%
12,161
48
$722K 0.66%
10,000
49
$699K 0.64%
7,870
-360
50
$663K 0.61%
9,290
-100
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