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
$125M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$233K
3
+$227K
4
HON icon
Honeywell
HON
+$213K
5
TXN icon
Texas Instruments
TXN
+$208K

Top Sells

1
+$319K
2
+$234K
3
+$214K
4
SNPS icon
Synopsys
SNPS
+$214K
5
HPE icon
Hewlett Packard
HPE
+$197K

Sector Composition

1 Technology 16.03%
2 Financials 10.22%
3 Healthcare 9.17%
4 Industrials 7.26%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$475K 0.38%
6,300
77
$470K 0.37%
4,372
78
$470K 0.37%
1,884
-190
79
$465K 0.37%
14,077
-147
80
$453K 0.36%
3,337
+50
81
$451K 0.36%
9,835
+9
82
$450K 0.36%
1,675
+152
83
$450K 0.36%
3,545
84
$445K 0.35%
8,500
85
$436K 0.35%
17,901
+2,004
86
$426K 0.34%
2,430
-100
87
$414K 0.33%
13,247
88
$412K 0.33%
9,381
+195
89
$401K 0.32%
4,767
90
$398K 0.32%
6,700
91
$397K 0.32%
4,320
-73
92
$397K 0.32%
23,310
93
$391K 0.31%
80,800
+1,000
94
$390K 0.31%
5,950
95
$386K 0.31%
12,721
-96
96
$385K 0.31%
2,178
-2
97
$383K 0.31%
3,782
-50
98
$382K 0.3%
28,475
-1,250
99
$382K 0.3%
34,117
+356
100
$381K 0.3%
2,838
+2
2 3
4
5 6