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
$210M
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$395K
3
+$306K
4
SDGR icon
Schrodinger
SDGR
+$251K
5
PAYX icon
Paychex
PAYX
+$208K

Top Sells

1
+$297K
2
+$228K
3
+$222K
4
CLX icon
Clorox
CLX
+$206K
5
SNY icon
Sanofi
SNY
+$203K

Sector Composition

1 Technology 21.37%
2 Financials 8.62%
3 Healthcare 7.46%
4 Consumer Discretionary 5.52%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.51%
2,748
-155
52
$1.06M 0.5%
3,192
-75
53
$1.04M 0.5%
19,142
-399
54
$1.02M 0.49%
13,847
-576
55
$1.02M 0.48%
6,939
-113
56
$1.01M 0.48%
8,430
-75
57
$979K 0.47%
6,733
-150
58
$952K 0.45%
7,750
-250
59
$925K 0.44%
10,760
-102
60
$904K 0.43%
11,571
61
$880K 0.42%
2,042
-1
62
$844K 0.4%
2,486
-175
63
$843K 0.4%
4,983
-100
64
$800K 0.38%
3,760
-60
65
$795K 0.38%
20,330
-425
66
$785K 0.37%
18,499
+86
67
$771K 0.37%
1,340
-50
68
$762K 0.36%
14,101
-825
69
$753K 0.36%
12,546
+3
70
$739K 0.35%
3,379
71
$735K 0.35%
15,619
-122
72
$715K 0.34%
3,266
-405
73
$712K 0.34%
12,734
-575
74
$698K 0.33%
1,845
-75
75
$651K 0.31%
1,067
-75
1 2
3
4 5