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Tiemann Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
+9.02%
1 Year Est. Return
+21.35%
3 Year Est. Return
+64.06%
5 Year Est. Return
+80.2%
10 Year Est. Return
+294.97%
AUM
$84.5M
AUM Growth
–
Cap. Flow
+$81.3M
Cap. Flow %
96.2%
Top 10 Hldgs %
27.73%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
PII icon
Polaris
PII
+$3.75M
2
AAPL icon
Apple
AAPL
+$2.75M
3
XOM icon
ExxonMobil
XOM
+$2.49M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.47M
5
MSFT icon
Microsoft
MSFT
+$2.15M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 13.89%
2 Healthcare 10.43%
3 Industrials 9.54%
4 Energy 9.35%
5 Financials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOV icon
126
NOV
NOV
$6.98B
$224K 0.27%
+3,125
New +$227K
EWG icon
127
iShares MSCI Germany ETF
EWG
$1.63B
$222K 0.26%
+7,000
New +$207K
EOG icon
128
EOG Resources
EOG
$70.6B
$218K 0.26%
+2,600
New +$223K
BEAM
129
DELISTED
BEAM INC COM STK (DE)
BEAM
$218K 0.26%
+3,210
New +$217K
TMO icon
130
Thermo Fisher Scientific
TMO
$219B
$214K 0.25%
+1,925
New +$191K
BA icon
131
Boeing
BA
$186B
$213K 0.25%
+1,560
New +$203K
STZ icon
132
Constellation Brands
STZ
$23.3B
$213K 0.25%
+3,030
New +$203K
FLS icon
133
Flowserve
FLS
$10.1B
$204K 0.24%
+2,590
New +$179K
BIIB icon
134
Biogen
BIIB
$30.7B
$202K 0.24%
+724
New +$187K
2 3 4 5
6

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WWM
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CIM
Caldwell Investment Management Toronto, Ontario, Canada $255M AUM 36.87% 1-Year Est. Return
2
2Xideas Kusnacht, Switzerland $255M AUM 0.46% 1-Year Est. Return
IGM
Incline Global Management New York $255M AUM 7.23% 1-Year Est. Return
LIA
LifePlan Investment Advisors Raleigh, North Carolina $254M AUM 17.26% 1-Year Est. Return
1W
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KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return

Tiemann Investment Advisors's Q4 2013 Portfolio in Review

Q4 2013 is the first quarter with a 13F filing on record for Tiemann Investment Advisors, which disclosed 134 positions worth $84.5M. Its ten largest holdings account for 28% of the portfolio.

Its largest position is Polaris: 28,010 shares worth $4.08M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, followed by Healthcare and Industrials.

  • Tiemann Investment Advisors's largest Q4 2013 buy was Polaris: 28,010 shares worth $4.08M.
  • Tiemann Investment Advisors's ten largest holdings make up 28% of its $84.5M portfolio in Q4 2013.
  • Tiemann Investment Advisors disclosed 134 positions in Q4 2013, its first 13F filing on record.

Based on Tiemann Investment Advisors's 13F filing for Q4 2013, filed 31 Jan 2014.