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
$115M
AUM Growth
-$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$364K
3
+$306K
4
DLR icon
Digital Realty Trust
DLR
+$254K
5
GILD icon
Gilead Sciences
GILD
+$246K

Top Sells

1
+$842K
2
+$463K
3
+$363K
4
NLY icon
Annaly Capital Management
NLY
+$312K
5
MFA
MFA Financial
MFA
+$307K

Sector Composition

1 Technology 19.28%
2 Healthcare 8.74%
3 Financials 7.86%
4 Consumer Staples 5.07%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$638K 0.55%
2,470
+259
52
$628K 0.55%
3,896
+215
53
$626K 0.54%
6,504
+1,076
54
$578K 0.5%
34,602
+77
55
$564K 0.49%
2,262
-103
56
$563K 0.49%
9,680
+180
57
$563K 0.49%
13,644
+1,748
58
$541K 0.47%
3,243
-120
59
$507K 0.44%
4,776
-354
60
$496K 0.43%
4,341
+258
61
$495K 0.43%
20,123
-500
62
$493K 0.43%
10,245
-795
63
$485K 0.42%
5,018
+102
64
$476K 0.41%
16,525
-65
65
$456K 0.4%
4,800
+100
66
$455K 0.4%
4,136
-276
67
$449K 0.39%
8,063
-432
68
$444K 0.39%
3,475
+160
69
$441K 0.38%
1,385
-15
70
$423K 0.37%
6,375
+125
71
$418K 0.36%
3,086
-42
72
$409K 0.36%
1,878
-30
73
$404K 0.35%
2,445
-94
74
$402K 0.35%
12,997
-26
75
$394K 0.34%
4,873
+172
1 2
3
4 5