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
$93M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$275K
3
+$245K
4
WHR icon
Whirlpool
WHR
+$230K
5
GAS
AGL Resources Inc
GAS
+$218K

Top Sells

1
+$334K
2
+$275K
3
+$252K
4
NOV icon
NOV
NOV
+$243K
5
DD icon
DuPont de Nemours
DD
+$230K

Sector Composition

1 Technology 16.03%
2 Healthcare 11.73%
3 Financials 9.76%
4 Consumer Discretionary 8.35%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$302K 0.32%
24,993
+2,637
102
$293K 0.31%
6,049
+568
103
$293K 0.31%
4,472
104
$292K 0.31%
3,455
105
$290K 0.31%
6,030
+900
106
$288K 0.31%
2,720
+150
107
$282K 0.3%
25,066
-17,538
108
$275K 0.3%
6,710
+260
109
$275K 0.3%
3,222
+40
110
$267K 0.29%
2,495
111
$267K 0.29%
6,247
-100
112
$264K 0.28%
3,759
+42
113
$260K 0.28%
2,727
+210
114
$257K 0.28%
4,365
115
$257K 0.28%
2,102
-29
116
$256K 0.28%
4,575
-75
117
$256K 0.28%
2,720
-485
118
$256K 0.28%
2,731
-229
119
$254K 0.27%
2,815
120
$253K 0.27%
3,325
-170
121
$253K 0.27%
3,674
+50
122
$245K 0.26%
10,700
123
$245K 0.26%
6,325
+200
124
$241K 0.26%
11,700
-1,125
125
$238K 0.26%
4,808
2 3 4
5
6