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
$118M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$284K
2
+$273K
3
+$221K
4
FIS icon
Fidelity National Information Services
FIS
+$217K
5
SNPS icon
Synopsys
SNPS
+$214K

Top Sells

1
+$265K
2
+$79.1K
3
+$75.8K
4
HPE icon
Hewlett Packard
HPE
+$56.9K
5
CMI icon
Cummins
CMI
+$49.9K

Sector Composition

1 Technology 15.79%
2 Financials 9.89%
3 Healthcare 9.67%
4 Industrials 6.94%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 1.06%
16,484
+260
27
$1.16M 0.98%
25,756
28
$1.13M 0.96%
29,672
-569
29
$1.12M 0.95%
20,112
+425
30
$1.12M 0.95%
22,960
+200
31
$1.11M 0.94%
51,750
-450
32
$1.08M 0.91%
6,572
+1
33
$1.04M 0.88%
4,100
+50
34
$1M 0.85%
20,840
+100
35
$960K 0.81%
18,976
+444
36
$925K 0.78%
7,420
37
$892K 0.75%
5,082
+1
38
$883K 0.75%
7,511
-50
39
$869K 0.73%
6,266
-102
40
$854K 0.72%
9,140
41
$814K 0.69%
5,820
42
$810K 0.68%
4,951
-100
43
$799K 0.68%
10,000
44
$791K 0.67%
10,652
+100
45
$785K 0.66%
14,716
46
$768K 0.65%
7,680
47
$749K 0.63%
22,272
-150
48
$721K 0.61%
3,680
-50
49
$718K 0.61%
13,010
-1,373
50
$708K 0.6%
3,445
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