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
$210M
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$395K
3
+$306K
4
SDGR icon
Schrodinger
SDGR
+$251K
5
PAYX icon
Paychex
PAYX
+$208K

Top Sells

1
+$297K
2
+$228K
3
+$222K
4
CLX icon
Clorox
CLX
+$206K
5
SNY icon
Sanofi
SNY
+$203K

Sector Composition

1 Technology 21.37%
2 Financials 8.62%
3 Healthcare 7.46%
4 Consumer Discretionary 5.52%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$485K 0.23%
6,423
-130
102
$478K 0.23%
9,236
+63
103
$477K 0.23%
4,400
-50
104
$469K 0.22%
4,807
-268
105
$466K 0.22%
4,626
+1
106
$460K 0.22%
13,800
107
$459K 0.22%
12,322
-900
108
$457K 0.22%
800
-50
109
$452K 0.21%
5,762
-170
110
$438K 0.21%
2,663
111
$432K 0.21%
2,250
112
$431K 0.2%
8,209
-512
113
$428K 0.2%
3,235
-100
114
$421K 0.2%
1,435
-50
115
$419K 0.2%
1,972
-75
116
$414K 0.2%
7,046
117
$412K 0.2%
8,374
-925
118
$409K 0.19%
12,435
-700
119
$407K 0.19%
1,760
-50
120
$404K 0.19%
7,015
+765
121
$402K 0.19%
7,635
-375
122
$402K 0.19%
1,366
123
$398K 0.19%
1,890
-124
124
$397K 0.19%
6,628
-198
125
$390K 0.19%
13,116
-144
3 4
5
6 7