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
$138M
AUM Growth
-$253K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$381K
3
+$249K
4
ZTS icon
Zoetis
ZTS
+$216K
5
KSU
Kansas City Southern
KSU
+$216K

Top Sells

1
+$401K
2
+$306K
3
+$293K
4
AAPL icon
Apple
AAPL
+$246K
5
VLO icon
Valero Energy
VLO
+$244K

Sector Composition

1 Technology 16.99%
2 Financials 9.31%
3 Healthcare 7.25%
4 Industrials 5.49%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$845K 0.61%
13,994
-450
52
$728K 0.53%
5,232
-182
53
$723K 0.53%
34,525
+5,500
54
$708K 0.51%
5,967
-145
55
$708K 0.51%
5,940
+37
56
$668K 0.49%
8,235
57
$652K 0.47%
5,006
+187
58
$627K 0.46%
3,646
+250
59
$622K 0.45%
16,085
+130
60
$616K 0.45%
10,100
-80
61
$608K 0.44%
3,413
-75
62
$573K 0.42%
4,166
-698
63
$565K 0.41%
12,548
-24
64
$557K 0.4%
2,593
-99
65
$541K 0.39%
22,020
-96
66
$536K 0.39%
4,307
-50
67
$530K 0.39%
2,440
-450
68
$528K 0.38%
3,245
+58
69
$526K 0.38%
3,478
-195
70
$516K 0.38%
9,487
+189
71
$506K 0.37%
14,686
-491
72
$502K 0.36%
2,745
73
$493K 0.36%
3,445
74
$487K 0.35%
16,696
+254
75
$479K 0.35%
3,370
+75
1 2
3
4 5