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
$132M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$290K
3
+$245K
4
LLY icon
Eli Lilly
LLY
+$231K
5
BIIB icon
Biogen
BIIB
+$222K

Top Sells

1
+$493K
2
+$218K
3
+$210K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$208K
5
MTD icon
Mettler-Toledo International
MTD
+$200K

Sector Composition

1 Technology 18.2%
2 Financials 9.39%
3 Healthcare 9.31%
4 Industrials 6.54%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$847K 0.64%
5,858
-333
52
$823K 0.63%
6,727
+146
53
$741K 0.56%
17,710
+210
54
$685K 0.52%
5,914
-55
55
$670K 0.51%
95,400
56
$645K 0.49%
12,086
+250
57
$628K 0.48%
15,308
+100
58
$619K 0.47%
3,673
-75
59
$610K 0.46%
7,985
60
$592K 0.45%
6,180
-899
61
$566K 0.43%
12,780
-300
62
$562K 0.43%
2,745
-800
63
$553K 0.42%
4,727
+202
64
$542K 0.41%
22,611
+756
65
$526K 0.4%
7,725
66
$510K 0.39%
3,396
-100
67
$503K 0.38%
8,103
-1,025
68
$496K 0.38%
3,013
-175
69
$494K 0.38%
2,203
-60
70
$484K 0.37%
16,436
-4,324
71
$477K 0.36%
8,000
-700
72
$476K 0.36%
2,490
-45
73
$473K 0.36%
2,828
+1
74
$472K 0.36%
1,750
-390
75
$471K 0.36%
3,356
1 2
3
4 5