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
$201M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$580K
3 +$441K
4
AMLP icon
Alerian MLP ETF
AMLP
+$421K
5
ADM icon
Archer Daniels Midland
ADM
+$374K

Top Sells

1 +$307K
2 +$243K
3 +$211K
4
CMI icon
Cummins
CMI
+$168K
5
JPM icon
JPMorgan Chase
JPM
+$163K

Sector Composition

1 Technology 20.32%
2 Financials 8.45%
3 Healthcare 7.47%
4 Consumer Discretionary 6.11%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$477K 0.24%
2,645
+5
102
$476K 0.24%
7,546
-1,217
103
$476K 0.24%
1,200
+400
104
$473K 0.24%
5,245
105
$465K 0.23%
3,345
-10
106
$463K 0.23%
1,937
+19
107
$461K 0.23%
13,222
-250
108
$460K 0.23%
6,085
+316
109
$459K 0.23%
2,013
-74
110
$452K 0.23%
1,179
-105
111
$444K 0.22%
2,047
+5
112
$439K 0.22%
7,635
+1,710
113
$438K 0.22%
13,112
-400
114
$429K 0.21%
9,296
-350
115
$428K 0.21%
6,975
-98
116
$426K 0.21%
13,254
-144
117
$425K 0.21%
1,715
118
$425K 0.21%
2,250
+200
119
$421K 0.21%
+13,800
120
$416K 0.21%
1,485
-50
121
$416K 0.21%
7,446
122
$413K 0.21%
1,466
-11
123
$404K 0.2%
9,572
-25
124
$404K 0.2%
4,535
+100
125
$402K 0.2%
2,800
-75