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
$111M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$262K
3
+$224K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$221K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$221K

Top Sells

1
+$371K
2
+$353K
3
+$331K
4
YHOO
Yahoo Inc
YHOO
+$245K
5
COP icon
ConocoPhillips
COP
+$225K

Sector Composition

1 Technology 15.36%
2 Financials 9.9%
3 Healthcare 9.74%
4 Industrials 6.78%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 1.08%
16,224
+306
27
$1.15M 1.03%
52,200
+1,950
28
$1.06M 0.95%
22,760
-100
29
$1.06M 0.95%
19,687
+15
30
$1.05M 0.94%
6,571
31
$1.04M 0.93%
4,050
32
$1.02M 0.92%
30,241
+1,147
33
$1M 0.9%
20,740
+3,460
34
$994K 0.89%
25,756
35
$937K 0.84%
6,368
-193
36
$911K 0.82%
18,532
+408
37
$884K 0.79%
5,081
+2
38
$797K 0.71%
7,420
-50
39
$797K 0.71%
14,383
+153
40
$792K 0.71%
9,140
41
$792K 0.71%
7,680
42
$789K 0.71%
7,561
+300
43
$787K 0.71%
5,820
-150
44
$775K 0.7%
5,051
45
$775K 0.7%
10,000
46
$740K 0.66%
10,552
+30
47
$725K 0.65%
5,600
-244
48
$715K 0.64%
14,716
-125
49
$702K 0.63%
22,422
50
$692K 0.62%
3,730
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