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
$109M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$230K
3
+$223K
4
GLW icon
Corning
GLW
+$218K
5
AMAT icon
Applied Materials
AMAT
+$208K

Top Sells

1
+$269K
2
+$234K
3
+$221K
4
AAPL icon
Apple
AAPL
+$100K
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$92.3K

Sector Composition

1 Technology 13.72%
2 Healthcare 10.85%
3 Financials 8.84%
4 Industrials 6.55%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$660K 0.6%
10,638
-216
52
$655K 0.6%
4,680
-50
53
$638K 0.58%
5,478
54
$635K 0.58%
6,690
-710
55
$621K 0.57%
19,326
56
$607K 0.56%
11,253
57
$604K 0.55%
14,276
58
$604K 0.55%
4,809
-250
59
$570K 0.52%
10,085
60
$568K 0.52%
4,130
+210
61
$565K 0.52%
18,472
+20
62
$559K 0.51%
21,133
-225
63
$554K 0.51%
40,075
+12,250
64
$550K 0.5%
3,545
+50
65
$541K 0.5%
12,873
-1,033
66
$530K 0.49%
7,150
67
$526K 0.48%
13,983
68
$514K 0.47%
3,087
+50
69
$507K 0.46%
4,078
70
$500K 0.46%
6,242
71
$496K 0.45%
2,279
-88
72
$478K 0.44%
3,725
+50
73
$474K 0.43%
11,202
-96
74
$473K 0.43%
5,093
+2
75
$469K 0.43%
15,436
-1,440
1 2
3
4 5