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
$102M
AUM Growth
-$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$358K
3
+$295K
4
PNC icon
PNC Financial Services
PNC
+$218K
5
MFA
MFA Financial
MFA
+$210K

Top Sells

1
+$336K
2
+$308K
3
+$291K
4
MSFT icon
Microsoft
MSFT
+$291K
5
JCI icon
Johnson Controls International
JCI
+$280K

Sector Composition

1 Technology 13.66%
2 Financials 10.24%
3 Healthcare 9.77%
4 Industrials 6.59%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$316K 0.31%
5,950
-300
102
$311K 0.3%
2,000
-40
103
$310K 0.3%
23,081
104
$304K 0.3%
3,896
-1,100
105
$304K 0.3%
3,280
-275
106
$303K 0.3%
10,536
-1,695
107
$301K 0.29%
3,494
+1,151
108
$297K 0.29%
3,538
-1,211
109
$297K 0.29%
2,594
-599
110
$295K 0.29%
4,166
111
$294K 0.29%
3,075
-300
112
$288K 0.28%
2,774
-478
113
$280K 0.27%
7,525
114
$278K 0.27%
8,050
-2,800
115
$276K 0.27%
4,949
-1,070
116
$275K 0.27%
5,420
-800
117
$271K 0.26%
4,150
-400
118
$271K 0.26%
18,000
119
$265K 0.26%
10,722
-235
120
$263K 0.26%
2,550
121
$254K 0.25%
3,460
-460
122
$250K 0.24%
3,374
-624
123
$244K 0.24%
3,845
-675
124
$244K 0.24%
8,000
125
$243K 0.24%
4,725
-100
3 4
5
6 7