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
$111M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$262K
3
+$224K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$221K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$221K

Top Sells

1
+$371K
2
+$353K
3
+$331K
4
YHOO
Yahoo Inc
YHOO
+$245K
5
COP icon
ConocoPhillips
COP
+$225K

Sector Composition

1 Technology 15.36%
2 Financials 9.9%
3 Healthcare 9.74%
4 Industrials 6.78%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$345K 0.31%
3,287
+7
102
$345K 0.31%
29,520
+6,250
103
$341K 0.31%
13,875
+2,075
104
$341K 0.31%
4,730
105
$333K 0.3%
12,812
+4
106
$329K 0.3%
20,600
-1,500
107
$325K 0.29%
2,445
-149
108
$320K 0.29%
5,420
109
$317K 0.28%
3,832
110
$313K 0.28%
8,050
+200
111
$313K 0.28%
3,375
+200
112
$303K 0.27%
18,000
113
$299K 0.27%
4,587
114
$298K 0.27%
2,735
-39
115
$295K 0.26%
4,949
116
$295K 0.26%
7,525
117
$293K 0.26%
2,316
-49
118
$290K 0.26%
9,327
119
$285K 0.26%
11,450
120
$280K 0.25%
3,326
+1
121
$279K 0.25%
2,107
-40
122
$268K 0.24%
4,520
123
$265K 0.24%
3,285
124
$262K 0.24%
6,332
+175
125
$262K 0.24%
7,800
+975
3 4
5
6 7