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
$107M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$592K
3
+$367K
4
PAAS icon
Pan American Silver
PAAS
+$296K
5
SO icon
Southern Company
SO
+$235K

Top Sells

1
+$234K
2
+$201K
3
+$198K
4
PII icon
Polaris
PII
+$147K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$118K

Sector Composition

1 Technology 12.79%
2 Healthcare 11.25%
3 Financials 8.32%
4 Industrials 6.65%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$666K 0.62%
26,256
+2
52
$648K 0.61%
8,984
-456
53
$646K 0.61%
19,326
+316
54
$640K 0.6%
5,059
-843
55
$639K 0.6%
5,478
-138
56
$631K 0.59%
10,854
+1,268
57
$624K 0.58%
8,230
58
$616K 0.58%
+13,906
59
$599K 0.56%
18,452
+20
60
$592K 0.55%
+21,358
61
$561K 0.53%
14,276
-1,000
62
$544K 0.51%
3,920
+415
63
$540K 0.51%
10,085
-50
64
$536K 0.5%
6,242
65
$523K 0.49%
7,150
+90
66
$512K 0.48%
11,298
-396
67
$502K 0.47%
3,037
-219
68
$498K 0.47%
5,091
-225
69
$498K 0.47%
2,367
+263
70
$493K 0.46%
13,983
+4,400
71
$492K 0.46%
16,876
+920
72
$487K 0.46%
3,495
73
$469K 0.44%
4,078
74
$462K 0.43%
3,510
+1,500
75
$451K 0.42%
6,646
+1
1 2
3
4 5