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
$132M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$290K
3
+$245K
4
LLY icon
Eli Lilly
LLY
+$231K
5
BIIB icon
Biogen
BIIB
+$222K

Top Sells

1
+$493K
2
+$218K
3
+$210K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$208K
5
MTD icon
Mettler-Toledo International
MTD
+$200K

Sector Composition

1 Technology 18.2%
2 Financials 9.39%
3 Healthcare 9.31%
4 Industrials 6.54%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$378K 0.29%
8,809
-247
102
$377K 0.29%
4,929
-100
103
$372K 0.28%
3,732
-309
104
$372K 0.28%
4,468
+68
105
$362K 0.28%
1,504
106
$360K 0.27%
4,501
-50
107
$350K 0.27%
1,435
108
$344K 0.26%
14,217
+2,410
109
$342K 0.26%
11,153
+26
110
$329K 0.25%
4,246
111
$329K 0.25%
13,314
-294
112
$329K 0.25%
4,600
113
$327K 0.25%
11,695
+5
114
$324K 0.25%
2,845
115
$315K 0.24%
2,385
-15
116
$312K 0.24%
10,350
117
$309K 0.23%
12,006
-1,684
118
$306K 0.23%
8,633
+533
119
$306K 0.23%
6,700
120
$305K 0.23%
2,710
121
$304K 0.23%
2,090
-15
122
$297K 0.23%
4,384
-98
123
$297K 0.23%
1,585
124
$294K 0.22%
1,419
125
$294K 0.22%
3,740
-75
3 4
5
6 7