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
$107M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$592K
3
+$367K
4
PAAS icon
Pan American Silver
PAAS
+$296K
5
SO icon
Southern Company
SO
+$235K

Top Sells

1
+$234K
2
+$201K
3
+$198K
4
PII icon
Polaris
PII
+$147K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$118K

Sector Composition

1 Technology 12.79%
2 Healthcare 11.25%
3 Financials 8.32%
4 Industrials 6.65%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$334K 0.31%
4,000
-450
102
$332K 0.31%
11,095
-335
103
$326K 0.31%
24,030
+800
104
$325K 0.3%
7,019
+361
105
$323K 0.3%
18,342
-1,495
106
$318K 0.3%
2,142
-100
107
$318K 0.3%
2,645
-39
108
$314K 0.29%
6,019
109
$310K 0.29%
2,390
-250
110
$307K 0.29%
3,869
-680
111
$303K 0.28%
29,320
-638
112
$303K 0.28%
3,555
113
$301K 0.28%
8,700
114
$300K 0.28%
7,525
115
$297K 0.28%
4,543
+3
116
$296K 0.28%
+18,000
117
$295K 0.28%
2,664
+52
118
$289K 0.27%
2,086
-68
119
$284K 0.27%
3,251
-404
120
$281K 0.26%
2,470
121
$281K 0.26%
1,505
-50
122
$277K 0.26%
2,466
+29
123
$271K 0.25%
20,400
+902
124
$269K 0.25%
4,082
125
$263K 0.25%
9,072
-2,541
3 4
5
6 7