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
$93M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$275K
3
+$245K
4
WHR icon
Whirlpool
WHR
+$230K
5
GAS
AGL Resources Inc
GAS
+$218K

Top Sells

1
+$334K
2
+$275K
3
+$252K
4
NOV icon
NOV
NOV
+$243K
5
DD icon
DuPont de Nemours
DD
+$230K

Sector Composition

1 Technology 16.03%
2 Healthcare 11.73%
3 Financials 9.76%
4 Consumer Discretionary 8.35%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$597K 0.64%
13,286
+737
52
$597K 0.64%
26,454
53
$592K 0.64%
6,317
-472
54
$575K 0.62%
25,755
+5,595
55
$570K 0.61%
5,980
56
$566K 0.61%
5,879
+100
57
$558K 0.6%
7,361
-224
58
$553K 0.59%
3,832
-133
59
$542K 0.58%
29,760
60
$530K 0.57%
8,936
61
$500K 0.54%
4,945
-5
62
$481K 0.52%
16,277
-949
63
$478K 0.51%
3,475
64
$477K 0.51%
13,226
+1,210
65
$476K 0.51%
6,880
+150
66
$470K 0.51%
4,232
-1,400
67
$469K 0.5%
4,125
68
$460K 0.49%
4,880
+175
69
$459K 0.49%
16,460
-1,424
70
$457K 0.49%
15,960
71
$446K 0.48%
5,342
+455
72
$424K 0.46%
4,555
-354
73
$419K 0.45%
4,166
74
$399K 0.43%
7,002
-312
75
$388K 0.42%
35,296
-12,862
1 2
3
4 5