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
$93M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$275K
3
+$245K
4
WHR icon
Whirlpool
WHR
+$230K
5
GAS
AGL Resources Inc
GAS
+$218K

Top Sells

1
+$334K
2
+$275K
3
+$252K
4
NOV icon
NOV
NOV
+$243K
5
DD icon
DuPont de Nemours
DD
+$230K

Sector Composition

1 Technology 16.03%
2 Healthcare 11.73%
3 Financials 9.76%
4 Consumer Discretionary 8.35%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$383K 0.41%
15,000
77
$383K 0.41%
3,211
-359
78
$380K 0.41%
3,290
-74
79
$377K 0.41%
2,173
-38
80
$372K 0.4%
13,250
+1,484
81
$370K 0.4%
18,135
-819
82
$367K 0.39%
23,680
+600
83
$364K 0.39%
12,608
+905
84
$363K 0.39%
25,100
+2,490
85
$356K 0.38%
5,318
+50
86
$350K 0.38%
8,831
+90
87
$348K 0.37%
5,643
88
$347K 0.37%
1,792
89
$341K 0.37%
6,733
-811
90
$338K 0.36%
24,500
-1,000
91
$330K 0.35%
11,385
-740
92
$328K 0.35%
7,806
93
$328K 0.35%
3,075
94
$326K 0.35%
3,325
95
$325K 0.35%
6,425
-450
96
$320K 0.34%
4,460
-200
97
$316K 0.34%
10,350
98
$313K 0.34%
3,390
-50
99
$312K 0.34%
1,505
-50
100
$303K 0.33%
4,925
2 3
4
5 6