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
$161M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$719K
3
+$618K
4
GLD icon
SPDR Gold Trust
GLD
+$542K
5
UPS icon
United Parcel Service
UPS
+$287K

Top Sells

1
+$547K
2
+$529K
3
+$260K
4
PSX icon
Phillips 66
PSX
+$255K
5
BA icon
Boeing
BA
+$219K

Sector Composition

1 Technology 22.46%
2 Healthcare 7.64%
3 Financials 6.85%
4 Consumer Discretionary 5.9%
5 Industrials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.91%
24,752
-170
27
$1.44M 0.89%
20,446
+189
28
$1.42M 0.88%
13,008
-275
29
$1.39M 0.86%
10,954
30
$1.33M 0.82%
22,568
-1,010
31
$1.31M 0.81%
7,640
32
$1.28M 0.79%
14,641
-274
33
$1.28M 0.79%
94,720
-1,400
34
$1.26M 0.78%
9,377
35
$1.22M 0.76%
23,613
-620
36
$1.19M 0.74%
17,708
-712
37
$1.17M 0.73%
31,680
+980
38
$1.17M 0.73%
18,389
-775
39
$1.16M 0.72%
4,171
+50
40
$1.1M 0.68%
18,360
-144
41
$1.07M 0.66%
14,540
+1,560
42
$1.04M 0.64%
20,182
43
$1M 0.62%
5,370
44
$982K 0.61%
6,583
+100
45
$948K 0.59%
7,078
+2,036
46
$897K 0.56%
9,505
-90
47
$880K 0.55%
14,796
48
$868K 0.54%
3,313
-50
49
$861K 0.53%
14,912
-480
50
$855K 0.53%
2,545
+3
1
2
3 4 5