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
$138M
AUM Growth
-$253K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$381K
3
+$249K
4
ZTS icon
Zoetis
ZTS
+$216K
5
KSU
Kansas City Southern
KSU
+$216K

Top Sells

1
+$401K
2
+$306K
3
+$293K
4
AAPL icon
Apple
AAPL
+$246K
5
VLO icon
Valero Energy
VLO
+$244K

Sector Composition

1 Technology 16.99%
2 Financials 9.31%
3 Healthcare 7.25%
4 Industrials 5.49%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$478K 0.35%
14,023
-1,766
77
$477K 0.35%
4,600
-900
78
$475K 0.35%
8,063
79
$463K 0.34%
6,305
-150
80
$461K 0.34%
3,894
-339
81
$460K 0.33%
11,433
-2,500
82
$455K 0.33%
5,150
+150
83
$451K 0.33%
4,701
+200
84
$449K 0.33%
2,164
-25
85
$448K 0.33%
1,502
-18
86
$447K 0.32%
102,800
+10,000
87
$442K 0.32%
5,985
+1
88
$428K 0.31%
1,550
-150
89
$421K 0.31%
13,972
90
$421K 0.31%
2,340
91
$418K 0.3%
2,017
-24
92
$418K 0.3%
12,901
+99
93
$417K 0.3%
4,435
-160
94
$413K 0.3%
11,253
+23
95
$410K 0.3%
8,078
+650
96
$410K 0.3%
3,325
97
$403K 0.29%
3,937
98
$399K 0.29%
1,802
-100
99
$399K 0.29%
7,238
-48
100
$397K 0.29%
1,493
-599
2 3
4
5 6