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
$89.1M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$323K
3
+$225K
4
GSK icon
GSK
GSK
+$221K
5
ADBE icon
Adobe
ADBE
+$218K

Top Sells

1
+$145K
2
+$104K
3
+$92.2K
4
LUMN icon
Lumen
LUMN
+$79.2K
5
GLD icon
SPDR Gold Trust
GLD
+$61.8K

Sector Composition

1 Technology 15.03%
2 Healthcare 11.32%
3 Financials 9.25%
4 Industrials 9.01%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$393K 0.44%
15,000
77
$389K 0.44%
13,150
78
$387K 0.43%
4,715
+425
79
$385K 0.43%
5,268
80
$381K 0.43%
4,755
+125
81
$379K 0.43%
6,031
82
$378K 0.42%
3,475
83
$376K 0.42%
25,576
84
$372K 0.42%
5,568
+100
85
$371K 0.42%
12,825
86
$365K 0.41%
3,724
87
$365K 0.41%
11,850
88
$356K 0.4%
4,619
89
$348K 0.39%
3,706
-160
90
$346K 0.39%
3,270
+178
91
$346K 0.39%
4,166
-500
92
$341K 0.38%
4,795
-48
93
$339K 0.38%
12,345
-270
94
$326K 0.37%
11,375
+234
95
$319K 0.36%
4,808
96
$310K 0.35%
6,247
-334
97
$307K 0.34%
3,147
+159
98
$303K 0.34%
40,680
+210
99
$302K 0.34%
5,589
100
$294K 0.33%
1,792
2 3
4
5 6