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
$201M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$580K
3
+$441K
4
AMLP icon
Alerian MLP ETF
AMLP
+$421K
5
ADM icon
Archer Daniels Midland
ADM
+$374K

Top Sells

1
+$307K
2
+$243K
3
+$211K
4
CMI icon
Cummins
CMI
+$168K
5
JPM icon
JPMorgan Chase
JPM
+$163K

Sector Composition

1 Technology 20.32%
2 Financials 8.45%
3 Healthcare 7.47%
4 Consumer Discretionary 6.11%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.87%
29,607
-125
27
$1.71M 0.85%
14,232
-570
28
$1.69M 0.84%
16,619
-483
29
$1.68M 0.84%
10,522
-350
30
$1.65M 0.82%
24,018
-485
31
$1.64M 0.82%
25,636
+667
32
$1.63M 0.81%
7,013
+430
33
$1.56M 0.78%
20,112
34
$1.53M 0.77%
14,840
+580
35
$1.49M 0.74%
19,141
+121
36
$1.43M 0.71%
11,380
+26
37
$1.37M 0.68%
18,046
-328
38
$1.35M 0.67%
17,245
-695
39
$1.29M 0.64%
20,992
-1,594
40
$1.26M 0.63%
5,652
+297
41
$1.24M 0.62%
53,077
+15,904
42
$1.24M 0.62%
4,051
+20
43
$1.21M 0.6%
8,900
-512
44
$1.2M 0.6%
5,370
45
$1.2M 0.6%
9,207
-170
46
$1.15M 0.57%
8,615
-590
47
$1.14M 0.57%
7,050
-59
48
$1.12M 0.56%
42,355
+16,725
49
$1.11M 0.55%
4,074
-45
50
$1.09M 0.54%
2,923
-40
1
2
3 4 5