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
$111M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$262K
3
+$224K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$221K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$221K

Top Sells

1
+$371K
2
+$353K
3
+$331K
4
YHOO
Yahoo Inc
YHOO
+$245K
5
COP icon
ConocoPhillips
COP
+$225K

Sector Composition

1 Technology 15.36%
2 Financials 9.9%
3 Healthcare 9.74%
4 Industrials 6.78%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$262K 0.24%
+72,600
127
$261K 0.23%
2,600
128
$260K 0.23%
3,320
+100
129
$259K 0.23%
4,150
130
$258K 0.23%
14,172
-741
131
$255K 0.23%
1,575
132
$249K 0.22%
1,444
-135
133
$247K 0.22%
4,426
-18
134
$246K 0.22%
8,200
135
$245K 0.22%
8,000
136
$244K 0.22%
2,540
-30
137
$242K 0.22%
1,385
138
$241K 0.22%
2,725
+175
139
$240K 0.22%
4,625
140
$237K 0.21%
9,390
141
$236K 0.21%
1,645
142
$233K 0.21%
1,863
+1
143
$225K 0.2%
6,638
+24
144
$224K 0.2%
+380
145
$223K 0.2%
17,292
-5,789
146
$221K 0.2%
+6,700
147
$218K 0.2%
3,235
148
$216K 0.19%
1,960
-50
149
$216K 0.19%
1,701
+1
150
$216K 0.19%
+2,990
3 4 5
6
7