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
$101M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$264K
3
+$226K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$225K
5
ABB
ABB Ltd
ABB
+$216K

Top Sells

1
+$370K
2
+$317K
3
+$264K
4
LLY icon
Eli Lilly
LLY
+$238K
5
C icon
Citigroup
C
+$229K

Sector Composition

1 Technology 14.5%
2 Healthcare 11.24%
3 Financials 8.93%
4 Industrials 6.72%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$248K 0.25%
4,042
+152
127
$248K 0.25%
5,175
+298
128
$246K 0.24%
2,610
129
$245K 0.24%
8,000
130
$245K 0.24%
1,555
-100
131
$239K 0.24%
2,550
132
$234K 0.23%
11,200
-1,000
133
$234K 0.23%
22,737
-263
134
$234K 0.23%
3,510
135
$233K 0.23%
10,215
-1,350
136
$233K 0.23%
23,517
+76
137
$230K 0.23%
1,625
+150
138
$227K 0.22%
2,213
+2
139
$226K 0.22%
+1,509
140
$226K 0.22%
867
141
$225K 0.22%
+18,725
142
$219K 0.22%
5,950
-350
143
$218K 0.22%
5,482
144
$216K 0.21%
+11,120
145
$214K 0.21%
7,183
146
$205K 0.2%
+1,795
147
$202K 0.2%
5,006
-1,135
148
$201K 0.2%
2,325
149
$200K 0.2%
+1,950
150
$198K 0.2%
7,925
-100
3 4 5
6
7