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
$161M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$719K
3
+$618K
4
GLD icon
SPDR Gold Trust
GLD
+$542K
5
UPS icon
United Parcel Service
UPS
+$287K

Top Sells

1
+$547K
2
+$529K
3
+$260K
4
PSX icon
Phillips 66
PSX
+$255K
5
BA icon
Boeing
BA
+$219K

Sector Composition

1 Technology 22.46%
2 Healthcare 7.64%
3 Financials 6.85%
4 Consumer Discretionary 5.9%
5 Industrials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$854K 0.53%
2,738
+201
52
$838K 0.52%
4,191
-5
53
$825K 0.51%
38,290
-2,998
54
$822K 0.51%
4,094
-20
55
$805K 0.5%
7,162
-102
56
$802K 0.5%
10,134
+105
57
$774K 0.48%
36,909
+3,043
58
$772K 0.48%
19,597
-300
59
$692K 0.43%
1,410
+25
60
$686K 0.43%
4,800
+225
61
$677K 0.42%
3,206
+62
62
$668K 0.41%
2,826
+1,101
63
$663K 0.41%
11,526
-192
64
$652K 0.4%
4,691
-245
65
$651K 0.4%
5,243
+15
66
$651K 0.4%
77,100
+11,500
67
$589K 0.37%
16,405
-1,495
68
$587K 0.36%
23,037
-3,000
69
$587K 0.36%
1,174
+78
70
$565K 0.35%
12,105
+1,935
71
$551K 0.34%
4,733
+44
72
$537K 0.33%
2,447
+1
73
$536K 0.33%
5,292
-2,144
74
$528K 0.33%
8,763
+100
75
$522K 0.32%
6,080
+350
1 2
3
4 5