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
$201M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$580K
3
+$441K
4
AMLP icon
Alerian MLP ETF
AMLP
+$421K
5
ADM icon
Archer Daniels Midland
ADM
+$374K

Top Sells

1
+$307K
2
+$243K
3
+$211K
4
CMI icon
Cummins
CMI
+$168K
5
JPM icon
JPMorgan Chase
JPM
+$163K

Sector Composition

1 Technology 20.32%
2 Financials 8.45%
3 Healthcare 7.47%
4 Consumer Discretionary 6.11%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$682K 0.34%
9,270
-864
77
$682K 0.34%
3,096
-100
78
$658K 0.33%
1,385
-25
79
$657K 0.33%
2,536
-647
80
$643K 0.32%
2,263
81
$641K 0.32%
94,300
+28,700
82
$630K 0.31%
5,330
+1,150
83
$628K 0.31%
5,745
-100
84
$598K 0.3%
1,597
+390
85
$594K 0.3%
18,987
+400
86
$592K 0.3%
1,135
-39
87
$571K 0.28%
4,216
-375
88
$571K 0.28%
10,973
89
$552K 0.28%
4,328
-51
90
$550K 0.27%
12,144
-156
91
$542K 0.27%
3,711
+25
92
$542K 0.27%
4,550
+50
93
$531K 0.26%
2,367
-50
94
$521K 0.26%
20,912
-500
95
$517K 0.26%
6,553
-72
96
$509K 0.25%
4,624
-699
97
$505K 0.25%
5,233
+160
98
$503K 0.25%
2,770
-100
99
$489K 0.24%
9,268
100
$483K 0.24%
13,331
-350
2 3
4
5 6