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
$161M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$719K
3
+$618K
4
GLD icon
SPDR Gold Trust
GLD
+$542K
5
UPS icon
United Parcel Service
UPS
+$287K

Top Sells

1
+$547K
2
+$529K
3
+$260K
4
PSX icon
Phillips 66
PSX
+$255K
5
BA icon
Boeing
BA
+$219K

Sector Composition

1 Technology 22.46%
2 Healthcare 7.64%
3 Financials 6.85%
4 Consumer Discretionary 5.9%
5 Industrials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$522K 0.32%
17,005
+3,100
77
$520K 0.32%
20,126
78
$511K 0.32%
6,625
79
$500K 0.31%
3,385
-15
80
$497K 0.31%
10,749
+474
81
$489K 0.3%
2,482
+1
82
$480K 0.3%
8,300
+200
83
$478K 0.3%
3,190
-66
84
$471K 0.29%
1,950
+44
85
$470K 0.29%
3,915
+203
86
$466K 0.29%
4,525
-175
87
$457K 0.28%
9,259
+195
88
$453K 0.28%
12,997
-158
89
$451K 0.28%
1,774
-10
90
$449K 0.28%
5,073
+350
91
$444K 0.28%
1,492
-9
92
$437K 0.27%
990
+15
93
$436K 0.27%
7,071
-538
94
$432K 0.27%
1,324
95
$430K 0.27%
4,140
+685
96
$430K 0.27%
3,425
+50
97
$424K 0.26%
5,422
+2
98
$421K 0.26%
2,095
-55
99
$417K 0.26%
2,990
100
$410K 0.25%
1,628
+110
2 3
4
5 6