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
$101M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$264K
3
+$226K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$225K
5
ABB
ABB Ltd
ABB
+$216K

Top Sells

1
+$370K
2
+$317K
3
+$264K
4
LLY icon
Eli Lilly
LLY
+$238K
5
C icon
Citigroup
C
+$229K

Sector Composition

1 Technology 14.5%
2 Healthcare 11.24%
3 Financials 8.93%
4 Industrials 6.72%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$639K 0.63%
15,276
-850
52
$633K 0.63%
26,254
53
$630K 0.62%
8,230
-100
54
$629K 0.62%
6,995
-1
55
$611K 0.6%
20,580
+1,600
56
$610K 0.6%
12,082
-1,560
57
$553K 0.55%
18,432
+23
58
$543K 0.54%
11,694
59
$540K 0.53%
9,586
+2,336
60
$535K 0.53%
19,010
+949
61
$528K 0.52%
5,316
-98
62
$516K 0.51%
10,135
63
$504K 0.5%
6,242
+750
64
$500K 0.49%
4,819
-50
65
$499K 0.49%
7,060
-150
66
$492K 0.49%
3,256
+51
67
$480K 0.47%
6,645
-249
68
$462K 0.46%
15,956
-1,400
69
$459K 0.45%
3,495
70
$458K 0.45%
3,505
+275
71
$451K 0.45%
4,078
72
$435K 0.43%
2,104
+532
73
$431K 0.43%
+13,916
74
$416K 0.41%
3,090
75
$409K 0.4%
4,450
+550
1 2
3
4 5