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
$107M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$592K
3
+$367K
4
PAAS icon
Pan American Silver
PAAS
+$296K
5
SO icon
Southern Company
SO
+$235K

Top Sells

1
+$234K
2
+$201K
3
+$198K
4
PII icon
Polaris
PII
+$147K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$118K

Sector Composition

1 Technology 12.79%
2 Healthcare 11.25%
3 Financials 8.32%
4 Industrials 6.65%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$260K 0.24%
5,245
+70
127
$258K 0.24%
3,510
128
$254K 0.24%
3,920
-260
129
$251K 0.24%
10,957
+200
130
$246K 0.23%
4,043
+1
131
$246K 0.23%
8,000
132
$245K 0.23%
23,081
+344
133
$244K 0.23%
2,550
134
$242K 0.23%
23,622
+105
135
$241K 0.23%
4,550
-100
136
$241K 0.23%
9,915
-300
137
$238K 0.22%
2,610
138
$235K 0.22%
+4,379
139
$230K 0.22%
1,509
140
$229K 0.21%
5,170
-312
141
$226K 0.21%
+2,705
142
$225K 0.21%
2,239
+26
143
$223K 0.21%
7,080
-3,750
144
$223K 0.21%
5,950
145
$221K 0.21%
+7,600
146
$215K 0.2%
4,210
-400
147
$215K 0.2%
10,850
-270
148
$214K 0.2%
7,231
+48
149
$211K 0.2%
4,846
-160
150
$211K 0.2%
1,425
-200
3 4 5
6
7