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
$102M
AUM Growth
-$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$358K
3
+$295K
4
PNC icon
PNC Financial Services
PNC
+$218K
5
MFA
MFA Financial
MFA
+$210K

Top Sells

1
+$336K
2
+$308K
3
+$291K
4
MSFT icon
Microsoft
MSFT
+$291K
5
JCI icon
Johnson Controls International
JCI
+$280K

Sector Composition

1 Technology 13.66%
2 Financials 10.24%
3 Healthcare 9.77%
4 Industrials 6.59%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$655K 0.64%
9,085
-1,000
52
$644K 0.63%
6,353
-337
53
$626K 0.61%
9,140
-150
54
$624K 0.61%
11,113
-1,048
55
$613K 0.6%
3,830
-850
56
$595K 0.58%
3,445
-100
57
$571K 0.56%
18,596
-4,905
58
$568K 0.56%
18,494
+22
59
$550K 0.54%
4,078
60
$548K 0.54%
14,276
61
$545K 0.53%
15,233
+1,250
62
$534K 0.52%
17,324
-2,002
63
$527K 0.52%
4,809
64
$506K 0.49%
2,249
-30
65
$503K 0.49%
12,623
-250
66
$494K 0.48%
2,063
-299
67
$472K 0.46%
6,273
-374
68
$462K 0.45%
15,188
-248
69
$448K 0.44%
4,293
-800
70
$439K 0.43%
19,851
-1,500
71
$438K 0.43%
3,803
+78
72
$430K 0.42%
10,361
-841
73
$425K 0.42%
3,570
-560
74
$422K 0.41%
6,450
-700
75
$420K 0.41%
5,417
-825
1 2
3
4 5