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
$118M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$284K
2
+$273K
3
+$221K
4
FIS icon
Fidelity National Information Services
FIS
+$217K
5
SNPS icon
Synopsys
SNPS
+$214K

Top Sells

1
+$265K
2
+$79.1K
3
+$75.8K
4
HPE icon
Hewlett Packard
HPE
+$56.9K
5
CMI icon
Cummins
CMI
+$49.9K

Sector Composition

1 Technology 15.79%
2 Financials 9.89%
3 Healthcare 9.67%
4 Industrials 6.94%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$359K 0.3%
12,817
+5
102
$358K 0.3%
4,400
103
$358K 0.3%
11,284
+20
104
$357K 0.3%
79,800
+7,200
105
$351K 0.3%
4,552
+2
106
$351K 0.3%
3,832
107
$349K 0.3%
29,520
108
$347K 0.29%
20,600
109
$341K 0.29%
4,730
110
$330K 0.28%
6,333
+1
111
$329K 0.28%
2,836
+101
112
$327K 0.28%
6,095
-200
113
$323K 0.27%
2,270
-175
114
$319K 0.27%
9,186
-141
115
$317K 0.27%
5,049
+100
116
$310K 0.26%
8,050
117
$307K 0.26%
18,000
118
$301K 0.25%
3,327
+1
119
$292K 0.25%
7,525
120
$290K 0.25%
4,520
121
$287K 0.24%
2,600
122
$286K 0.24%
3,320
123
$285K 0.24%
2,083
-24
124
$283K 0.24%
11,450
125
$282K 0.24%
2,950
-425
3 4
5
6 7