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
$101M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$264K
3
+$226K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$225K
5
ABB
ABB Ltd
ABB
+$216K

Top Sells

1
+$370K
2
+$317K
3
+$264K
4
LLY icon
Eli Lilly
LLY
+$238K
5
C icon
Citigroup
C
+$229K

Sector Composition

1 Technology 14.5%
2 Healthcare 11.24%
3 Financials 8.93%
4 Industrials 6.72%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$407K 0.4%
6,620
77
$394K 0.39%
4,549
+450
78
$391K 0.39%
4,745
+67
79
$385K 0.38%
3,375
+1,270
80
$382K 0.38%
4,996
81
$381K 0.38%
2,343
82
$381K 0.38%
3,263
+1
83
$377K 0.37%
14,644
+500
84
$377K 0.37%
7,775
85
$376K 0.37%
5,280
86
$371K 0.37%
11,613
+1,485
87
$367K 0.36%
3,695
+300
88
$358K 0.35%
3,442
89
$356K 0.35%
4,960
90
$354K 0.35%
4,166
91
$352K 0.35%
2,242
+50
92
$350K 0.35%
5,870
-50
93
$337K 0.33%
2,684
+251
94
$335K 0.33%
2,640
+25
95
$331K 0.33%
10,850
96
$331K 0.33%
19,837
-494
97
$331K 0.33%
9,583
+1,250
98
$330K 0.33%
11,430
+1,635
99
$329K 0.33%
25,300
-80
100
$328K 0.32%
4,568
+2
2 3
4
5 6