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
$115M
AUM Growth
-$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$364K
3
+$306K
4
DLR icon
Digital Realty Trust
DLR
+$254K
5
GILD icon
Gilead Sciences
GILD
+$246K

Top Sells

1
+$842K
2
+$463K
3
+$363K
4
NLY icon
Annaly Capital Management
NLY
+$312K
5
MFA
MFA Financial
MFA
+$307K

Sector Composition

1 Technology 19.28%
2 Healthcare 8.74%
3 Financials 7.86%
4 Consumer Staples 5.07%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.99%
23,546
+16
27
$1.12M 0.97%
14,657
-225
28
$1.09M 0.95%
7,360
-240
29
$1.06M 0.92%
13,458
+35
30
$1.04M 0.91%
19,550
-418
31
$1.03M 0.9%
18,824
+778
32
$1.01M 0.88%
16,998
-317
33
$938K 0.81%
20,506
-916
34
$913K 0.79%
4,144
35
$884K 0.77%
40,145
+265
36
$838K 0.73%
18,776
+432
37
$829K 0.72%
34,727
+1,000
38
$790K 0.69%
7,700
+35
39
$784K 0.68%
9,115
-15
40
$781K 0.68%
14,539
+495
41
$780K 0.68%
5,514
-56
42
$759K 0.66%
19,297
-518
43
$759K 0.66%
10,334
-1,265
44
$756K 0.66%
13,469
+626
45
$741K 0.64%
6,388
-155
46
$736K 0.64%
3,941
-75
47
$684K 0.59%
20,182
-430
48
$668K 0.58%
101,320
-2,200
49
$651K 0.57%
3,945
50
$645K 0.56%
7,936
-2,057
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2
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