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
$109M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$230K
3
+$223K
4
GLW icon
Corning
GLW
+$218K
5
AMAT icon
Applied Materials
AMAT
+$208K

Top Sells

1
+$269K
2
+$234K
3
+$221K
4
AAPL icon
Apple
AAPL
+$100K
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$92.3K

Sector Composition

1 Technology 13.72%
2 Healthcare 10.85%
3 Financials 8.84%
4 Industrials 6.55%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$338K 0.31%
8,700
102
$338K 0.31%
10,935
-160
103
$334K 0.31%
21,351
+951
104
$329K 0.3%
2,569
+103
105
$329K 0.3%
4,166
106
$328K 0.3%
6,019
107
$327K 0.3%
6,220
-400
108
$324K 0.3%
29,358
+38
109
$318K 0.29%
1,904
+395
110
$317K 0.29%
18,000
111
$317K 0.29%
3,252
+1
112
$312K 0.29%
3,869
113
$311K 0.28%
6,250
114
$305K 0.28%
23,081
115
$304K 0.28%
2,631
-14
116
$300K 0.27%
3,555
117
$297K 0.27%
7,525
118
$291K 0.27%
14,000
119
$280K 0.26%
6,013
-1,006
120
$277K 0.25%
2,550
121
$272K 0.25%
3,375
-135
122
$272K 0.25%
4,545
+2
123
$271K 0.25%
867
124
$270K 0.25%
4,550
125
$269K 0.25%
2,040
-350
3 4
5
6 7