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
$108M
AUM Growth
+$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$429K
2
+$331K
3
+$294K
4
ABB
ABB Ltd
ABB
+$268K
5
MAR icon
Marriott International
MAR
+$245K

Top Sells

1
+$242K
2
+$232K
3
+$223K
4
WEC icon
WEC Energy
WEC
+$220K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$206K

Sector Composition

1 Technology 15.22%
2 Financials 9.69%
3 Healthcare 9.64%
4 Industrials 6.68%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$263K 0.24%
3,325
-49
127
$261K 0.24%
2,147
+1
128
$259K 0.24%
4,150
129
$259K 0.24%
1,579
130
$245K 0.23%
+2,600
131
$245K 0.23%
1,575
+50
132
$245K 0.23%
8,000
133
$245K 0.23%
5,275
-125
134
$240K 0.22%
+6,157
135
$239K 0.22%
4,520
136
$238K 0.22%
4,625
-100
137
$231K 0.21%
+14,913
138
$231K 0.21%
4,444
+6
139
$226K 0.21%
3,220
-625
140
$226K 0.21%
9,390
141
$225K 0.21%
4,521
-150
142
$225K 0.21%
2,305
143
$224K 0.21%
+12,540
144
$224K 0.21%
2,550
145
$224K 0.21%
1,862
+1
146
$221K 0.2%
2,010
-200
147
$221K 0.2%
8,200
148
$221K 0.2%
6,825
-50
149
$219K 0.2%
2,599
150
$218K 0.2%
1,700
-122
3 4 5
6
7