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
$210M
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$395K
3
+$306K
4
SDGR icon
Schrodinger
SDGR
+$251K
5
PAYX icon
Paychex
PAYX
+$208K

Top Sells

1
+$297K
2
+$228K
3
+$222K
4
CLX icon
Clorox
CLX
+$206K
5
SNY icon
Sanofi
SNY
+$203K

Sector Composition

1 Technology 21.37%
2 Financials 8.62%
3 Healthcare 7.46%
4 Consumer Discretionary 5.52%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.85%
17,429
-264
27
$1.77M 0.84%
29,507
-100
28
$1.75M 0.83%
18,034
-100
29
$1.72M 0.82%
10,445
30
$1.67M 0.79%
31,775
-1,835
31
$1.67M 0.79%
59,800
+1,944
32
$1.65M 0.79%
13,998
+175
33
$1.6M 0.76%
60,767
+779
34
$1.55M 0.74%
22,124
-1,825
35
$1.51M 0.72%
19,634
-300
36
$1.47M 0.7%
70,760
-6,440
37
$1.45M 0.69%
11,380
38
$1.32M 0.63%
24,848
-694
39
$1.32M 0.63%
16,681
-289
40
$1.31M 0.62%
16,804
-1,360
41
$1.3M 0.62%
20,737
-257
42
$1.3M 0.62%
5,370
43
$1.29M 0.61%
4,044
-30
44
$1.27M 0.6%
3,876
-195
45
$1.26M 0.6%
6,548
-15
46
$1.22M 0.58%
9,176
-78
47
$1.2M 0.57%
4,650
-753
48
$1.15M 0.55%
7,973
-125
49
$1.15M 0.55%
51,586
-1,745
50
$1.13M 0.54%
5,059
-79
1
2
3 4 5