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
$125M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$233K
3
+$227K
4
HON icon
Honeywell
HON
+$213K
5
TXN icon
Texas Instruments
TXN
+$208K

Top Sells

1
+$319K
2
+$234K
3
+$214K
4
SNPS icon
Synopsys
SNPS
+$214K
5
HPE icon
Hewlett Packard
HPE
+$197K

Sector Composition

1 Technology 16.03%
2 Financials 10.22%
3 Healthcare 9.17%
4 Industrials 7.26%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$376K 0.3%
4,498
-979
102
$376K 0.3%
3,296
-600
103
$373K 0.3%
3,090
104
$366K 0.29%
15,758
-2,000
105
$359K 0.29%
5,149
+100
106
$358K 0.29%
2,271
+1
107
$357K 0.28%
31,320
+1,800
108
$352K 0.28%
20,200
-400
109
$350K 0.28%
11,306
+22
110
$333K 0.27%
5,795
-300
111
$329K 0.26%
6,433
+100
112
$327K 0.26%
3,288
-39
113
$327K 0.26%
5,220
-200
114
$326K 0.26%
2,400
-200
115
$326K 0.26%
9,915
+150
116
$322K 0.26%
8,050
117
$319K 0.25%
4,400
118
$310K 0.25%
2,435
-75
119
$309K 0.25%
1,575
120
$308K 0.25%
2,267
+1
121
$307K 0.24%
11,450
122
$303K 0.24%
4,520
123
$296K 0.24%
9,356
+1,556
124
$290K 0.23%
2,033
-50
125
$288K 0.23%
3,135
-100
3 4
5
6 7