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
$90.1M
AUM Growth
+$992K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$355K
2
+$241K
3
+$221K
4
CSX icon
CSX Corp
CSX
+$217K
5
BA icon
Boeing
BA
+$214K

Top Sells

1
+$476K
2
+$379K
3
+$303K
4
BWA icon
BorgWarner
BWA
+$302K
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$267K

Sector Composition

1 Technology 15.67%
2 Healthcare 12.16%
3 Energy 9.43%
4 Financials 8.76%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$410K 0.45%
16,386
+450
77
$408K 0.45%
4,755
78
$405K 0.45%
3,475
79
$397K 0.44%
4,855
+140
80
$388K 0.43%
4,166
81
$387K 0.43%
23,480
-2,440
82
$378K 0.42%
23,300
-3,200
83
$376K 0.42%
4,669
+50
84
$375K 0.42%
3,182
+35
85
$374K 0.41%
5,643
+75
86
$368K 0.41%
3,649
-75
87
$366K 0.41%
3,670
-36
88
$363K 0.4%
4,887
+92
89
$362K 0.4%
26,420
-4,400
90
$359K 0.4%
6,858
+611
91
$355K 0.39%
+1,921
92
$351K 0.39%
12,270
-75
93
$349K 0.39%
3,270
94
$343K 0.38%
11,375
95
$321K 0.36%
4,925
+3,290
96
$319K 0.35%
10,350
-1,500
97
$312K 0.35%
8,623
+23
98
$307K 0.34%
2,031
+30
99
$300K 0.33%
1,792
100
$297K 0.33%
4,808
2 3
4
5 6