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
$132M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$290K
3
+$245K
4
LLY icon
Eli Lilly
LLY
+$231K
5
BIIB icon
Biogen
BIIB
+$222K

Top Sells

1
+$493K
2
+$218K
3
+$210K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$208K
5
MTD icon
Mettler-Toledo International
MTD
+$200K

Sector Composition

1 Technology 18.2%
2 Financials 9.39%
3 Healthcare 9.31%
4 Industrials 6.54%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.06%
29,505
+6
27
$1.35M 1.03%
24,510
-722
28
$1.33M 1.01%
8,390
29
$1.33M 1.01%
11,537
-795
30
$1.32M 1%
21,846
+650
31
$1.3M 0.99%
12,865
-500
32
$1.16M 0.88%
10,100
+75
33
$1.12M 0.85%
19,252
+32
34
$1.12M 0.85%
7,330
+275
35
$1.07M 0.81%
21,279
+11,614
36
$1.06M 0.8%
41,713
-2,564
37
$1.05M 0.8%
2,825
-75
38
$1.05M 0.8%
21,530
-167
39
$1.03M 0.78%
14,023
-100
40
$1.02M 0.77%
4,119
-35
41
$1.01M 0.77%
25,556
42
$952K 0.72%
4,596
-175
43
$928K 0.71%
27,187
+4,050
44
$924K 0.7%
5,246
-179
45
$921K 0.7%
5,695
-125
46
$916K 0.7%
10,502
-631
47
$888K 0.67%
48,750
48
$877K 0.67%
3,295
-160
49
$854K 0.65%
12,610
-140
50
$848K 0.64%
7,580
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