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
$108M
AUM Growth
+$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$429K
2
+$331K
3
+$294K
4
ABB
ABB Ltd
ABB
+$268K
5
MAR icon
Marriott International
MAR
+$245K

Top Sells

1
+$242K
2
+$232K
3
+$223K
4
WEC icon
WEC Energy
WEC
+$220K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$206K

Sector Composition

1 Technology 15.22%
2 Financials 9.69%
3 Healthcare 9.64%
4 Industrials 6.68%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$337K 0.31%
12,722
+2,000
102
$332K 0.31%
2,550
103
$331K 0.31%
+2,333
104
$330K 0.31%
4,730
-550
105
$325K 0.3%
12,808
+5
106
$319K 0.3%
3,280
107
$318K 0.29%
23,081
108
$315K 0.29%
18,000
109
$313K 0.29%
4,587
110
$304K 0.28%
3,832
-37
111
$302K 0.28%
5,420
112
$301K 0.28%
2,594
113
$296K 0.27%
4,949
114
$295K 0.27%
7,850
-200
115
$294K 0.27%
+11,800
116
$294K 0.27%
2,774
117
$293K 0.27%
3,175
+100
118
$291K 0.27%
7,525
119
$287K 0.27%
3,375
120
$285K 0.26%
2,365
-300
121
$276K 0.26%
9,327
-1,209
122
$276K 0.26%
3,538
123
$273K 0.25%
23,270
+3,500
124
$268K 0.25%
+11,450
125
$264K 0.24%
3,285
-175
3 4
5
6 7