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
$102M
AUM Growth
-$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$358K
3
+$295K
4
PNC icon
PNC Financial Services
PNC
+$218K
5
MFA
MFA Financial
MFA
+$210K

Top Sells

1
+$336K
2
+$308K
3
+$291K
4
MSFT icon
Microsoft
MSFT
+$291K
5
JCI icon
Johnson Controls International
JCI
+$280K

Sector Composition

1 Technology 13.66%
2 Financials 10.24%
3 Healthcare 9.77%
4 Industrials 6.59%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.41%
7,725
77
$386K 0.38%
2,073
-250
78
$374K 0.37%
6,745
+50
79
$371K 0.36%
11,220
+285
80
$367K 0.36%
17,533
-3,600
81
$365K 0.36%
13,775
-699
82
$359K 0.35%
11,946
-1,335
83
$358K 0.35%
+11,340
84
$357K 0.35%
5,280
85
$355K 0.35%
4,226
-323
86
$353K 0.35%
3,090
87
$353K 0.35%
2,303
-784
88
$347K 0.34%
4,400
-35
89
$347K 0.34%
22,600
-2,000
90
$345K 0.34%
2,522
-47
91
$345K 0.34%
12,803
-5,545
92
$345K 0.34%
2,832
+201
93
$343K 0.34%
29,408
+50
94
$334K 0.33%
3,869
95
$334K 0.33%
24,120
-310
96
$332K 0.32%
29,375
-10,700
97
$328K 0.32%
8,500
-200
98
$327K 0.32%
4,547
-199
99
$326K 0.32%
2,665
-499
100
$317K 0.31%
4,587
-373
2 3
4
5 6