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
$90.1M
AUM Growth
+$992K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$355K
2
+$241K
3
+$221K
4
CSX icon
CSX Corp
CSX
+$217K
5
BA icon
Boeing
BA
+$214K

Top Sells

1
+$476K
2
+$379K
3
+$303K
4
BWA icon
BorgWarner
BWA
+$302K
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$267K

Sector Composition

1 Technology 15.67%
2 Healthcare 12.16%
3 Energy 9.43%
4 Financials 8.76%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$588K 0.65%
7,476
52
$569K 0.63%
9,175
-350
53
$569K 0.63%
11,815
54
$565K 0.63%
5,980
-150
55
$538K 0.6%
43,278
+77
56
$528K 0.59%
4,125
-250
57
$528K 0.59%
11,010
58
$519K 0.58%
8,936
59
$518K 0.57%
18,385
-685
60
$497K 0.55%
20,100
-3,750
61
$491K 0.54%
12,504
-160
62
$462K 0.51%
11,063
-150
63
$460K 0.51%
17,508
+864
64
$459K 0.51%
4,834
65
$458K 0.51%
15,000
66
$456K 0.51%
5,630
+150
67
$455K 0.5%
29,760
+4,184
68
$449K 0.5%
6,580
-250
69
$439K 0.49%
20,575
-1,125
70
$434K 0.48%
5,268
71
$428K 0.47%
5,679
72
$426K 0.47%
8,306
73
$419K 0.46%
13,000
-150
74
$415K 0.46%
12,825
75
$414K 0.46%
7,392
-100
1 2
3
4 5