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
$118M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$284K
2
+$273K
3
+$221K
4
FIS icon
Fidelity National Information Services
FIS
+$217K
5
SNPS icon
Synopsys
SNPS
+$214K

Top Sells

1
+$265K
2
+$79.1K
3
+$75.8K
4
HPE icon
Hewlett Packard
HPE
+$56.9K
5
CMI icon
Cummins
CMI
+$49.9K

Sector Composition

1 Technology 15.79%
2 Financials 9.89%
3 Healthcare 9.67%
4 Industrials 6.94%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$705K 0.6%
2,775
+10
52
$705K 0.6%
20,222
53
$699K 0.59%
6,482
-5
54
$688K 0.58%
13,892
55
$674K 0.57%
11,034
56
$659K 0.56%
15,133
-100
57
$657K 0.56%
3,843
-25
58
$646K 0.55%
10,128
59
$635K 0.54%
5,477
-123
60
$606K 0.51%
4,984
61
$595K 0.5%
4,368
+177
62
$589K 0.5%
23,255
+251
63
$586K 0.5%
9,085
64
$568K 0.48%
6,276
+1
65
$567K 0.48%
10,960
+2
66
$561K 0.47%
16,551
-237
67
$555K 0.47%
3,748
68
$552K 0.47%
15,400
-68
69
$522K 0.44%
3,736
+2,035
70
$507K 0.43%
2,138
+75
71
$506K 0.43%
10,385
72
$468K 0.4%
2,074
73
$468K 0.4%
7,725
74
$461K 0.39%
14,224
+300
75
$460K 0.39%
2,305
+26
1 2
3
4 5