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
$102M
AUM Growth
-$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$358K
3
+$295K
4
PNC icon
PNC Financial Services
PNC
+$218K
5
MFA
MFA Financial
MFA
+$210K

Top Sells

1
+$336K
2
+$308K
3
+$291K
4
MSFT icon
Microsoft
MSFT
+$291K
5
JCI icon
Johnson Controls International
JCI
+$280K

Sector Composition

1 Technology 13.66%
2 Financials 10.24%
3 Healthcare 9.77%
4 Industrials 6.59%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 1.05%
6,743
-192
27
$1.04M 1.01%
55,050
-2,400
28
$1.03M 1.01%
28,438
+7
29
$1.01M 0.99%
11,250
30
$993K 0.97%
8,472
-175
31
$959K 0.94%
19,622
-755
32
$936K 0.91%
4,025
-135
33
$906K 0.89%
22,860
-2,600
34
$891K 0.87%
5,884
-813
35
$887K 0.87%
16,093
-4,048
36
$879K 0.86%
7,466
-190
37
$831K 0.81%
18,244
+40
38
$826K 0.81%
25,756
-500
39
$821K 0.8%
6,595
-250
40
$783K 0.77%
14,667
-750
41
$776K 0.76%
5,199
-465
42
$730K 0.71%
10,618
-20
43
$728K 0.71%
11,779
-749
44
$711K 0.69%
10,000
45
$707K 0.69%
7,620
-250
46
$690K 0.67%
8,758
-226
47
$688K 0.67%
22,772
-1,200
48
$683K 0.67%
5,091
-650
49
$675K 0.66%
11,553
+300
50
$659K 0.64%
17,580
-4,600
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