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
$111M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$262K
3
+$224K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$221K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$221K

Top Sells

1
+$371K
2
+$353K
3
+$331K
4
YHOO
Yahoo Inc
YHOO
+$245K
5
COP icon
ConocoPhillips
COP
+$225K

Sector Composition

1 Technology 15.36%
2 Financials 9.9%
3 Healthcare 9.74%
4 Industrials 6.78%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.61%
3,445
52
$681K 0.61%
6,487
+204
53
$675K 0.61%
11,034
54
$674K 0.6%
20,222
+26
55
$622K 0.56%
15,233
56
$620K 0.56%
13,892
-175
57
$607K 0.54%
10,958
-198
58
$588K 0.53%
4,984
+400
59
$584K 0.52%
3,868
+75
60
$565K 0.51%
9,085
61
$564K 0.51%
10,128
62
$558K 0.5%
23,004
+3,101
63
$547K 0.49%
2,765
+700
64
$535K 0.48%
16,788
-316
65
$529K 0.47%
15,468
+460
66
$528K 0.47%
3,748
+100
67
$527K 0.47%
6,275
+1
68
$501K 0.45%
10,385
+212
69
$471K 0.42%
6,350
-100
70
$458K 0.41%
2,063
71
$456K 0.41%
4,295
72
$451K 0.4%
2,074
+1
73
$447K 0.4%
9,971
+5
74
$444K 0.4%
3,545
75
$442K 0.4%
4,191
+446
1 2
3
4 5