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
$108M
AUM Growth
+$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$429K
2
+$331K
3
+$294K
4
ABB
ABB Ltd
ABB
+$268K
5
MAR icon
Marriott International
MAR
+$245K

Top Sells

1
+$242K
2
+$232K
3
+$223K
4
WEC icon
WEC Energy
WEC
+$220K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$206K

Sector Composition

1 Technology 15.22%
2 Financials 9.69%
3 Healthcare 9.64%
4 Industrials 6.68%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$398K 0.37%
11,726
-220
77
$396K 0.37%
3,745
+251
78
$396K 0.37%
13,775
79
$391K 0.36%
17,133
-400
80
$386K 0.36%
30,025
+650
81
$383K 0.35%
4,667
-750
82
$379K 0.35%
1,597
-652
83
$378K 0.35%
2,500
-22
84
$376K 0.35%
4,188
-38
85
$373K 0.35%
6,395
-350
86
$373K 0.35%
2,303
87
$371K 0.34%
4,166
88
$367K 0.34%
2,833
+1
89
$366K 0.34%
10,675
-545
90
$365K 0.34%
2,065
+65
91
$362K 0.34%
4,549
+2
92
$360K 0.33%
24,120
93
$357K 0.33%
11,015
-7,479
94
$356K 0.33%
30,933
+1,525
95
$353K 0.33%
9,810
-1,530
96
$353K 0.33%
8,500
97
$348K 0.32%
22,100
-500
98
$346K 0.32%
3,896
99
$345K 0.32%
4,400
100
$343K 0.32%
5,950
2 3
4
5 6