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
$125M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$233K
3
+$227K
4
HON icon
Honeywell
HON
+$213K
5
TXN icon
Texas Instruments
TXN
+$208K

Top Sells

1
+$319K
2
+$234K
3
+$214K
4
SNPS icon
Synopsys
SNPS
+$214K
5
HPE icon
Hewlett Packard
HPE
+$197K

Sector Composition

1 Technology 16.03%
2 Financials 10.22%
3 Healthcare 9.17%
4 Industrials 7.26%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 1.08%
45,980
-351
27
$1.33M 1.06%
16,604
+120
28
$1.25M 0.99%
6,697
+125
29
$1.22M 0.98%
20,940
+100
30
$1.21M 0.96%
20,128
+16
31
$1.21M 0.96%
22,880
-80
32
$1.13M 0.9%
25,756
33
$1.13M 0.9%
7,180
-240
34
$1.06M 0.84%
51,750
35
$1.03M 0.82%
19,048
+72
36
$1M 0.8%
4,150
+50
37
$976K 0.78%
4,956
-126
38
$937K 0.75%
7,486
-25
39
$934K 0.74%
9,140
40
$925K 0.74%
9,955
-45
41
$902K 0.72%
6,146
-120
42
$882K 0.7%
4,651
-300
43
$865K 0.69%
5,820
44
$845K 0.67%
22,072
-200
45
$843K 0.67%
7,580
-100
46
$828K 0.66%
10,776
+124
47
$818K 0.65%
2,775
48
$810K 0.65%
14,199
-517
49
$756K 0.6%
3,430
-250
50
$736K 0.59%
6,442
-40
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2
3 4 5