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
$161M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$719K
3
+$618K
4
GLD icon
SPDR Gold Trust
GLD
+$542K
5
UPS icon
United Parcel Service
UPS
+$287K

Top Sells

1
+$547K
2
+$529K
3
+$260K
4
PSX icon
Phillips 66
PSX
+$255K
5
BA icon
Boeing
BA
+$219K

Sector Composition

1 Technology 22.46%
2 Healthcare 7.64%
3 Financials 6.85%
4 Consumer Discretionary 5.9%
5 Industrials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$400K 0.25%
13,731
+400
102
$397K 0.25%
2,870
103
$388K 0.24%
1,013
+73
104
$388K 0.24%
8,973
105
$377K 0.23%
5,428
+168
106
$376K 0.23%
13,472
-50
107
$372K 0.23%
1,961
+51
108
$371K 0.23%
1,560
+30
109
$369K 0.23%
13,397
110
$367K 0.23%
1,715
+50
111
$366K 0.23%
21,452
112
$357K 0.22%
14,822
+503
113
$357K 0.22%
2,430
+224
114
$347K 0.22%
13,392
+306
115
$344K 0.21%
3,850
116
$344K 0.21%
5,245
117
$339K 0.21%
4,485
+150
118
$336K 0.21%
9,644
+400
119
$328K 0.2%
5,515
-225
120
$327K 0.2%
7,595
+280
121
$327K 0.2%
2,634
+8
122
$326K 0.2%
10,421
-964
123
$325K 0.2%
10,350
124
$324K 0.2%
2,200
+100
125
$322K 0.2%
333
+31
3 4
5
6 7