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
$90.1M
AUM Growth
+$992K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$355K
2
+$241K
3
+$221K
4
CSX icon
CSX Corp
CSX
+$217K
5
BA icon
Boeing
BA
+$214K

Top Sells

1
+$476K
2
+$379K
3
+$303K
4
BWA icon
BorgWarner
BWA
+$302K
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$267K

Sector Composition

1 Technology 15.67%
2 Healthcare 12.16%
3 Energy 9.43%
4 Financials 8.76%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$292K 0.32%
4,738
102
$290K 0.32%
1,555
+135
103
$285K 0.32%
3,230
+250
104
$277K 0.31%
2,370
-160
105
$277K 0.31%
3,440
+75
106
$272K 0.3%
2,495
107
$270K 0.3%
3,075
+125
108
$270K 0.3%
3,455
109
$269K 0.3%
3,625
-115
110
$266K 0.3%
18,310
111
$265K 0.29%
5,032
-400
112
$263K 0.29%
3,193
-598
113
$261K 0.29%
5,797
+220
114
$259K 0.29%
3,872
+560
115
$259K 0.29%
7,375
-75
116
$254K 0.28%
6,188
117
$254K 0.28%
4,650
-275
118
$254K 0.28%
3,065
119
$250K 0.28%
6,450
-700
120
$240K 0.27%
3,310
121
$236K 0.26%
10,765
-50
122
$235K 0.26%
2,495
-250
123
$233K 0.26%
5,375
-1,235
124
$233K 0.26%
3,743
-27
125
$231K 0.26%
13,375
-125
3 4
5
6 7