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
$132M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$290K
3
+$245K
4
LLY icon
Eli Lilly
LLY
+$231K
5
BIIB icon
Biogen
BIIB
+$222K

Top Sells

1
+$493K
2
+$218K
3
+$210K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$208K
5
MTD icon
Mettler-Toledo International
MTD
+$200K

Sector Composition

1 Technology 18.2%
2 Financials 9.39%
3 Healthcare 9.31%
4 Industrials 6.54%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$470K 0.36%
8,940
-322
77
$464K 0.35%
1,584
-59
78
$462K 0.35%
4,100
-250
79
$462K 0.35%
11,475
-705
80
$460K 0.35%
2,021
-175
81
$458K 0.35%
2,123
-9
82
$456K 0.35%
14,124
+298
83
$453K 0.34%
5,500
-150
84
$449K 0.34%
5,295
-275
85
$444K 0.34%
3,937
86
$444K 0.34%
2,729
-114
87
$442K 0.34%
3,408
+15
88
$441K 0.34%
14,833
+250
89
$440K 0.33%
9,520
-220
90
$426K 0.32%
13,572
+175
91
$425K 0.32%
2,907
-7
92
$419K 0.32%
6,255
+125
93
$409K 0.31%
9,985
94
$408K 0.31%
39,229
+41
95
$408K 0.31%
21,400
+400
96
$405K 0.31%
24,170
+700
97
$404K 0.31%
3,445
98
$385K 0.29%
3,390
99
$384K 0.29%
7,588
-187
100
$378K 0.29%
3,546
+257
2 3
4
5 6