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
$102M
AUM Growth
-$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$358K
3
+$295K
4
PNC icon
PNC Financial Services
PNC
+$218K
5
MFA
MFA Financial
MFA
+$210K

Top Sells

1
+$336K
2
+$308K
3
+$291K
4
MSFT icon
Microsoft
MSFT
+$291K
5
JCI icon
Johnson Controls International
JCI
+$280K

Sector Composition

1 Technology 13.66%
2 Financials 10.24%
3 Healthcare 9.77%
4 Industrials 6.59%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.24%
19,770
-3,948
127
$238K 0.23%
3,375
128
$234K 0.23%
4,671
129
$233K 0.23%
2,210
-900
130
$233K 0.23%
2,305
-400
131
$231K 0.23%
1,579
-325
132
$227K 0.22%
2,146
-25
133
$223K 0.22%
5,275
-1,900
134
$221K 0.22%
2,550
135
$221K 0.22%
3,235
-900
136
$220K 0.22%
3,748
-797
137
$218K 0.21%
3,040
+115
138
$218K 0.21%
+1,861
139
$216K 0.21%
9,390
-525
140
$211K 0.21%
1,720
-270
141
$210K 0.21%
1,822
-419
142
$210K 0.21%
+6,875
143
$209K 0.2%
5,400
-150
144
$206K 0.2%
4,520
-275
145
$206K 0.2%
7,080
146
$205K 0.2%
+1,525
147
$204K 0.2%
1,950
148
$203K 0.2%
6,882
-349
149
$203K 0.2%
4,438
-813
150
$200K 0.2%
2,610
3 4 5
6
7