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
$89.1M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$510K
2 +$323K
3 +$225K
4
GSK icon
GSK
GSK
+$221K
5
ADBE icon
Adobe
ADBE
+$218K

Top Sells

1 +$145K
2 +$104K
3 +$92.2K
4
LUMN icon
Lumen
LUMN
+$79.2K
5
GLD icon
SPDR Gold Trust
GLD
+$61.8K

Sector Composition

1 Technology 15.03%
2 Healthcare 11.32%
3 Financials 9.25%
4 Industrials 9.01%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$228K 0.26%
1,900
-25
127
$225K 0.25%
+10,815
128
$221K 0.25%
+3,312
129
$219K 0.25%
7,000
130
$218K 0.24%
+3,310
131
$218K 0.24%
+12,650
132
$218K 0.24%
7,700
-300
133
$217K 0.24%
709
-15
134
$217K 0.24%
3,065
-80
135
$217K 0.24%
+9,500
136
$217K 0.24%
2,125
-100
137
$211K 0.24%
13,500
-1,575
138
$211K 0.24%
+3,965
139
$209K 0.23%
+3,549
140
$207K 0.23%
+5,600
141
$206K 0.23%
+2,097
142
$205K 0.23%
1,635
+75
143
$201K 0.23%
2,560
-30
144
$200K 0.22%
3,940
-100