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
$115M
AUM Growth
-$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$364K
3
+$306K
4
DLR icon
Digital Realty Trust
DLR
+$254K
5
GILD icon
Gilead Sciences
GILD
+$246K

Top Sells

1
+$842K
2
+$463K
3
+$363K
4
NLY icon
Annaly Capital Management
NLY
+$312K
5
MFA
MFA Financial
MFA
+$307K

Sector Composition

1 Technology 19.28%
2 Healthcare 8.74%
3 Financials 7.86%
4 Consumer Staples 5.07%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$393K 0.34%
7,442
+202
77
$383K 0.33%
14,588
+631
78
$374K 0.32%
3,268
79
$373K 0.32%
8,434
-100
80
$360K 0.31%
2,720
-25
81
$347K 0.3%
13,441
82
$341K 0.3%
1,684
+100
83
$328K 0.28%
65,450
84
$325K 0.28%
11,303
+25
85
$321K 0.28%
9,350
+425
86
$320K 0.28%
8,445
+330
87
$318K 0.28%
7,550
+2,595
88
$317K 0.28%
13,522
+50
89
$315K 0.27%
2,230
+25
90
$313K 0.27%
10,350
91
$311K 0.27%
827
+88
92
$309K 0.27%
8,136
-4,790
93
$308K 0.27%
1,989
-175
94
$306K 0.27%
+3,395
95
$304K 0.26%
1,323
+25
96
$301K 0.26%
8,973
-1,960
97
$298K 0.26%
2,990
98
$298K 0.26%
4,540
+40
99
$292K 0.25%
3,325
100
$291K 0.25%
8,160
2 3
4
5 6