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
$201M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$580K
3
+$441K
4
AMLP icon
Alerian MLP ETF
AMLP
+$421K
5
ADM icon
Archer Daniels Midland
ADM
+$374K

Top Sells

1
+$307K
2
+$243K
3
+$211K
4
CMI icon
Cummins
CMI
+$168K
5
JPM icon
JPMorgan Chase
JPM
+$163K

Sector Composition

1 Technology 20.32%
2 Financials 8.45%
3 Healthcare 7.47%
4 Consumer Discretionary 6.11%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.54%
5,075
+234
52
$1.04M 0.52%
77,760
-3,560
53
$1.02M 0.51%
19,654
+357
54
$1.01M 0.5%
36,354
+20,950
55
$993K 0.49%
7,033
+31
56
$955K 0.48%
14,661
-31
57
$941K 0.47%
3,780
-80
58
$938K 0.47%
5,083
-105
59
$889K 0.44%
16,187
+3
60
$874K 0.44%
11,312
-190
61
$871K 0.43%
14,971
+100
62
$815K 0.41%
4,615
-25
63
$805K 0.4%
3,267
+366
64
$778K 0.39%
20,755
+3,750
65
$777K 0.39%
2,638
-90
66
$760K 0.38%
8,000
-150
67
$746K 0.37%
3,378
+188
68
$745K 0.37%
32,578
-3,398
69
$736K 0.37%
11,571
70
$733K 0.37%
1,842
-32
71
$729K 0.36%
2,230
+110
72
$720K 0.36%
13,309
+600
73
$718K 0.36%
18,562
+912
74
$715K 0.36%
12,541
+6,552
75
$697K 0.35%
5,216
-100
1 2
3
4 5