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
$118M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$284K
2
+$273K
3
+$221K
4
FIS icon
Fidelity National Information Services
FIS
+$217K
5
SNPS icon
Synopsys
SNPS
+$214K

Top Sells

1
+$265K
2
+$79.1K
3
+$75.8K
4
HPE icon
Hewlett Packard
HPE
+$56.9K
5
CMI icon
Cummins
CMI
+$49.9K

Sector Composition

1 Technology 15.79%
2 Financials 9.89%
3 Healthcare 9.67%
4 Industrials 6.94%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$281K 0.24%
5,420
127
$281K 0.24%
1,575
128
$278K 0.24%
2,266
-50
129
$273K 0.23%
7,800
130
$271K 0.23%
2,510
-30
131
$269K 0.23%
1,444
132
$262K 0.22%
1,385
133
$261K 0.22%
4,549
+123
134
$257K 0.22%
14,181
+9
135
$254K 0.21%
9,765
+375
136
$253K 0.21%
2,850
+125
137
$251K 0.21%
1,864
+1
138
$250K 0.21%
8,350
+150
139
$249K 0.21%
4,050
-100
140
$249K 0.21%
3,235
141
$248K 0.21%
4,625
142
$245K 0.21%
8,000
143
$243K 0.21%
1,645
144
$242K 0.2%
12,140
145
$240K 0.2%
2,965
+100
146
$238K 0.2%
6,638
147
$234K 0.2%
1,960
148
$233K 0.2%
2,405
+100
149
$232K 0.2%
2,990
150
$229K 0.19%
365
-15
3 4 5
6
7