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
$111M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$262K
3
+$224K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$221K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$221K

Top Sells

1
+$371K
2
+$353K
3
+$331K
4
YHOO
Yahoo Inc
YHOO
+$245K
5
COP icon
ConocoPhillips
COP
+$225K

Sector Composition

1 Technology 15.36%
2 Financials 9.9%
3 Healthcare 9.74%
4 Industrials 6.78%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$442K 0.4%
2,279
-24
77
$434K 0.39%
2,834
+1
78
$421K 0.38%
13,924
+149
79
$411K 0.37%
7,725
80
$406K 0.36%
12,126
+400
81
$402K 0.36%
2,477
-23
82
$399K 0.36%
3,090
83
$398K 0.36%
4,767
+100
84
$395K 0.35%
17,908
+775
85
$389K 0.35%
1,598
+1
86
$388K 0.35%
32,722
+1,789
87
$387K 0.35%
11,264
+249
88
$386K 0.35%
8,500
89
$385K 0.35%
24,210
+90
90
$376K 0.34%
10,800
+125
91
$374K 0.34%
4,291
+103
92
$370K 0.33%
30,025
93
$370K 0.33%
12,847
+125
94
$367K 0.33%
6,295
-100
95
$365K 0.33%
3,896
96
$364K 0.33%
5,950
97
$361K 0.32%
2,550
98
$356K 0.32%
4,550
+1
99
$354K 0.32%
4,400
100
$351K 0.31%
3,375
2 3
4
5 6