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
$89.1M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$323K
3
+$225K
4
GSK icon
GSK
GSK
+$221K
5
ADBE icon
Adobe
ADBE
+$218K

Top Sells

1
+$145K
2
+$104K
3
+$92.2K
4
LUMN icon
Lumen
LUMN
+$79.2K
5
GLD icon
SPDR Gold Trust
GLD
+$61.8K

Sector Composition

1 Technology 15.03%
2 Healthcare 11.32%
3 Financials 9.25%
4 Industrials 9.01%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$293K 0.33%
5,432
102
$283K 0.32%
6,610
-425
103
$282K 0.32%
8,600
-2,416
104
$279K 0.31%
4,738
-426
105
$275K 0.31%
3,455
106
$267K 0.3%
7,450
+575
107
$267K 0.3%
3,210
108
$266K 0.3%
2,495
109
$266K 0.3%
3,791
+666
110
$265K 0.3%
2,001
+35
111
$263K 0.3%
1,040
-15
112
$262K 0.29%
3,365
113
$262K 0.29%
7,150
114
$256K 0.29%
2,950
+125
115
$253K 0.28%
2,980
-50
116
$252K 0.28%
18,310
-1,000
117
$251K 0.28%
1,420
118
$250K 0.28%
3,740
-250
119
$248K 0.28%
6,188
120
$248K 0.28%
2,530
-70
121
$246K 0.28%
4,925
122
$243K 0.27%
2,495
-200
123
$240K 0.27%
3,770
-21
124
$234K 0.26%
2,745
-400
125
$234K 0.26%
5,577
2 3 4
5
6