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
$89.1M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$323K
3
+$225K
4
GSK icon
GSK
GSK
+$221K
5
ADBE icon
Adobe
ADBE
+$218K

Top Sells

1
+$145K
2
+$104K
3
+$92.2K
4
LUMN icon
Lumen
LUMN
+$79.2K
5
GLD icon
SPDR Gold Trust
GLD
+$61.8K

Sector Composition

1 Technology 15.03%
2 Healthcare 11.32%
3 Financials 9.25%
4 Industrials 9.01%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$555K 0.62%
3,723
-100
52
$554K 0.62%
9,525
53
$551K 0.62%
24,569
54
$541K 0.61%
4,375
-500
55
$538K 0.6%
11,010
56
$535K 0.6%
11,815
+175
57
$527K 0.59%
43,201
+2,514
58
$510K 0.57%
+8,936
59
$498K 0.56%
21,700
+500
60
$490K 0.55%
5,643
+376
61
$484K 0.54%
12,664
+60
62
$476K 0.53%
3,525
63
$462K 0.52%
11,213
+250
64
$446K 0.5%
26,500
+1,500
65
$443K 0.5%
6,830
66
$440K 0.49%
3,764
+1,575
67
$435K 0.49%
4,834
-15
68
$434K 0.49%
5,480
+40
69
$425K 0.48%
5,679
+200
70
$415K 0.47%
16,644
+584
71
$413K 0.46%
7,492
-178
72
$413K 0.46%
30,820
-1,200
73
$408K 0.46%
25,920
-600
74
$406K 0.46%
15,936
-180
75
$404K 0.45%
8,306
-250
1 2
3
4 5