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
$125M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$303K
2 +$233K
3 +$227K
4
HON icon
Honeywell
HON
+$213K
5
TXN icon
Texas Instruments
TXN
+$208K

Top Sells

1 +$319K
2 +$234K
3 +$214K
4
SNPS icon
Synopsys
SNPS
+$214K
5
HPE icon
Hewlett Packard
HPE
+$197K

Sector Composition

1 Technology 16.03%
2 Financials 10.22%
3 Healthcare 9.17%
4 Industrials 7.26%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$730K 0.58%
13,792
-100
52
$726K 0.58%
11,963
-1,047
53
$718K 0.57%
20,048
-174
54
$702K 0.56%
15,283
+150
55
$701K 0.56%
3,445
56
$699K 0.56%
9,085
57
$687K 0.55%
23,257
+2
58
$682K 0.54%
3,863
+20
59
$650K 0.52%
10,962
+2
60
$621K 0.5%
10,128
61
$597K 0.48%
11,116
+82
62
$582K 0.46%
6,277
+1
63
$578K 0.46%
16,814
+263
64
$571K 0.46%
3,748
65
$567K 0.45%
4,584
-400
66
$561K 0.45%
14,700
-700
67
$556K 0.44%
4,343
-25
68
$551K 0.44%
2,163
+25
69
$537K 0.43%
3,737
+1
70
$515K 0.41%
7,725
71
$510K 0.41%
2,230
-75
72
$502K 0.4%
2,916
+81
73
$494K 0.39%
10,385
74
$489K 0.39%
12,885
+1,705
75
$480K 0.38%
13,626
+1,300