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
$118M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$284K
2
+$273K
3
+$221K
4
FIS icon
Fidelity National Information Services
FIS
+$217K
5
SNPS icon
Synopsys
SNPS
+$214K

Top Sells

1
+$265K
2
+$79.1K
3
+$75.8K
4
HPE icon
Hewlett Packard
HPE
+$56.9K
5
CMI icon
Cummins
CMI
+$49.9K

Sector Composition

1 Technology 15.79%
2 Financials 9.89%
3 Healthcare 9.67%
4 Industrials 6.94%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$459K 0.39%
6,300
-50
77
$444K 0.38%
2,835
+1
78
$442K 0.37%
9,826
-145
79
$442K 0.37%
3,545
80
$431K 0.36%
4,372
+77
81
$430K 0.36%
3,287
82
$419K 0.35%
12,326
+200
83
$410K 0.35%
3,896
84
$409K 0.35%
13,247
+400
85
$408K 0.35%
17,758
-150
86
$408K 0.35%
8,500
87
$400K 0.34%
4,767
88
$400K 0.34%
11,180
+380
89
$400K 0.34%
4,393
+102
90
$395K 0.33%
33,761
+1,039
91
$390K 0.33%
23,310
-900
92
$390K 0.33%
15,897
+2,022
93
$387K 0.33%
3,330
-45
94
$385K 0.33%
1,523
-75
95
$384K 0.32%
5,950
96
$377K 0.32%
2,530
-20
97
$377K 0.32%
29,725
-300
98
$373K 0.32%
6,700
99
$366K 0.31%
2,180
-297
100
$364K 0.31%
3,090
2 3
4
5 6