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
$210M
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$395K
3
+$306K
4
SDGR icon
Schrodinger
SDGR
+$251K
5
PAYX icon
Paychex
PAYX
+$208K

Top Sells

1
+$297K
2
+$228K
3
+$222K
4
CLX icon
Clorox
CLX
+$206K
5
SNY icon
Sanofi
SNY
+$203K

Sector Composition

1 Technology 21.37%
2 Financials 8.62%
3 Healthcare 7.46%
4 Consumer Discretionary 5.52%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$643K 0.31%
5,130
-200
77
$635K 0.3%
4,932
-349
78
$628K 0.3%
5,695
79
$614K 0.29%
8,170
-175
80
$599K 0.28%
29,373
-2,692
81
$575K 0.27%
1,066
-75
82
$570K 0.27%
4,290
-40
83
$564K 0.27%
2,877
-219
84
$563K 0.27%
13,081
-325
85
$560K 0.27%
17,362
-1,375
86
$557K 0.26%
2,311
-32
87
$554K 0.26%
2,465
-98
88
$550K 0.26%
11,844
-225
89
$546K 0.26%
3,905
-75
90
$539K 0.26%
2,750
-20
91
$531K 0.25%
1,237
92
$528K 0.25%
1,577
-20
93
$527K 0.25%
1,759
94
$516K 0.25%
1,944
+3
95
$513K 0.24%
20,512
96
$509K 0.24%
88,400
-4,400
97
$509K 0.24%
10,170
-1,303
98
$507K 0.24%
2,193
-82
99
$494K 0.23%
5,245
100
$488K 0.23%
2,223
-15
2 3
4
5 6