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
$138M
AUM Growth
-$253K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$381K
3
+$249K
4
ZTS icon
Zoetis
ZTS
+$216K
5
KSU
Kansas City Southern
KSU
+$216K

Top Sells

1
+$401K
2
+$306K
3
+$293K
4
AAPL icon
Apple
AAPL
+$246K
5
VLO icon
Valero Energy
VLO
+$244K

Sector Composition

1 Technology 16.99%
2 Financials 9.31%
3 Healthcare 7.25%
4 Industrials 5.49%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.99%
4,184
+15
27
$1.33M 0.97%
20,428
-520
28
$1.31M 0.95%
10,277
29
$1.3M 0.94%
8,740
+25
30
$1.19M 0.87%
21,519
-197
31
$1.16M 0.84%
40,505
+1,006
32
$1.15M 0.83%
13,723
33
$1.15M 0.83%
15,132
-933
34
$1.13M 0.82%
20,232
-240
35
$1.13M 0.82%
9,989
+75
36
$1.12M 0.81%
24,040
-200
37
$1.08M 0.79%
34,502
+100
38
$1.06M 0.77%
15,036
-1,932
39
$1.05M 0.77%
7,600
40
$1.04M 0.76%
17,114
+2,248
41
$1.02M 0.74%
9,255
-520
42
$984K 0.72%
12,639
-110
43
$972K 0.71%
11,040
-480
44
$970K 0.71%
19,640
-1,250
45
$958K 0.7%
11,930
-446
46
$941K 0.68%
4,056
-590
47
$940K 0.68%
2,470
-275
48
$930K 0.68%
5,655
49
$909K 0.66%
7,630
-150
50
$862K 0.63%
6,825
-405
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