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
$89.8M
AUM Growth
-$381K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$275K
2
+$254K
3
+$212K
4
PEP icon
PepsiCo
PEP
+$200K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$98.7K

Top Sells

1
+$429K
2
+$259K
3
+$217K
4
PCP
PRECISION CASTPARTS CORP
PCP
+$213K
5
OVV icon
Ovintiv
OVV
+$201K

Sector Composition

1 Technology 16.22%
2 Healthcare 11.78%
3 Financials 9.23%
4 Energy 8.57%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$290K 0.32%
3,325
+95
102
$285K 0.32%
4,925
+187
103
$281K 0.31%
2,960
-689
104
$280K 0.31%
6,875
-500
105
$275K 0.31%
+10,339
106
$271K 0.3%
2,495
107
$271K 0.3%
3,455
108
$270K 0.3%
3,075
109
$261K 0.29%
3,495
-130
110
$258K 0.29%
2,131
+106
111
$254K 0.28%
+5,481
112
$253K 0.28%
3,717
-26
113
$252K 0.28%
6,188
114
$251K 0.28%
4,650
115
$248K 0.28%
6,347
+550
116
$243K 0.27%
3,193
117
$243K 0.27%
6,450
118
$241K 0.27%
2,570
+75
119
$240K 0.27%
10,100
+200
120
$239K 0.27%
22,356
+1,272
121
$239K 0.27%
7,400
122
$239K 0.27%
4,472
-560
123
$238K 0.27%
4,808
124
$235K 0.26%
3,624
125
$230K 0.26%
2,172
+100
2 3 4
5
6