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
$101M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$264K
3
+$226K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$225K
5
ABB
ABB Ltd
ABB
+$216K

Top Sells

1
+$370K
2
+$317K
3
+$264K
4
LLY icon
Eli Lilly
LLY
+$238K
5
C icon
Citigroup
C
+$229K

Sector Composition

1 Technology 14.5%
2 Healthcare 11.24%
3 Financials 8.93%
4 Industrials 6.72%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$328K 0.32%
3,555
102
$327K 0.32%
10,830
103
$327K 0.32%
6,019
104
$324K 0.32%
8,700
105
$321K 0.32%
6,250
-600
106
$315K 0.31%
23,230
+200
107
$312K 0.31%
11,500
108
$304K 0.3%
9,653
-2,031
109
$302K 0.3%
29,958
-4,224
110
$296K 0.29%
4,610
+140
111
$294K 0.29%
7,525
112
$291K 0.29%
3,655
-200
113
$279K 0.28%
2,612
114
$273K 0.27%
4,540
-397
115
$272K 0.27%
2,154
+1
116
$272K 0.27%
6,658
-237
117
$268K 0.27%
2,437
+53
118
$266K 0.26%
4,082
119
$265K 0.26%
4,180
+60
120
$264K 0.26%
+19,498
121
$260K 0.26%
10,757
+450
122
$259K 0.26%
3,518
-225
123
$253K 0.25%
2,470
+1
124
$251K 0.25%
4,650
+175
125
$251K 0.25%
2,010
3 4
5
6 7