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
$107M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$592K
3
+$367K
4
PAAS icon
Pan American Silver
PAAS
+$296K
5
SO icon
Southern Company
SO
+$235K

Top Sells

1
+$234K
2
+$201K
3
+$198K
4
PII icon
Polaris
PII
+$147K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$118K

Sector Composition

1 Technology 12.79%
2 Healthcare 11.25%
3 Financials 8.32%
4 Industrials 6.65%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$448K 0.42%
14,028
+4,375
77
$432K 0.4%
4,510
-309
78
$427K 0.4%
7,725
-50
79
$425K 0.4%
3,090
80
$420K 0.39%
3,675
+300
81
$415K 0.39%
3,718
+276
82
$402K 0.38%
4,747
+2
83
$395K 0.37%
13,281
-635
84
$390K 0.37%
6,820
+950
85
$389K 0.36%
3,263
86
$387K 0.36%
27,825
+9,100
87
$387K 0.36%
5,280
88
$386K 0.36%
4,886
+1,368
89
$380K 0.36%
4,960
90
$378K 0.35%
4,166
91
$376K 0.35%
14,000
+2,500
92
$371K 0.35%
4,996
93
$365K 0.34%
6,620
94
$356K 0.33%
2,343
95
$355K 0.33%
4,569
+1
96
$354K 0.33%
10,850
97
$353K 0.33%
14,674
+30
98
$342K 0.32%
3,375
-320
99
$340K 0.32%
6,250
100
$338K 0.32%
25,000
-300
2 3
4
5 6