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
$89.8M
AUM Growth
-$381K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$275K
2
+$254K
3
+$212K
4
PEP icon
PepsiCo
PEP
+$200K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$98.7K

Top Sells

1
+$429K
2
+$259K
3
+$217K
4
PCP
PRECISION CASTPARTS CORP
PCP
+$213K
5
OVV icon
Ovintiv
OVV
+$201K

Sector Composition

1 Technology 16.22%
2 Healthcare 11.78%
3 Financials 9.23%
4 Energy 8.57%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$387K 0.43%
3,570
-100
77
$381K 0.42%
7,314
-78
78
$379K 0.42%
18,954
-1,621
79
$379K 0.42%
4,660
-9
80
$372K 0.41%
23,080
-220
81
$365K 0.41%
4,887
82
$361K 0.4%
7,806
-500
83
$359K 0.4%
11,703
-1,297
84
$357K 0.4%
2,211
+180
85
$357K 0.4%
8,741
+118
86
$353K 0.39%
5,643
87
$351K 0.39%
22,610
-870
88
$348K 0.39%
7,544
+686
89
$347K 0.39%
3,364
+94
90
$345K 0.38%
12,825
91
$343K 0.38%
1,921
92
$341K 0.38%
3,205
+140
93
$340K 0.38%
11,766
+391
94
$332K 0.37%
12,125
-145
95
$329K 0.37%
1,792
96
$328K 0.37%
25,500
-920
97
$324K 0.36%
3,182
98
$318K 0.35%
10,350
99
$303K 0.34%
1,555
100
$302K 0.34%
3,440
2 3
4
5 6