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
$125M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$233K
3
+$227K
4
HON icon
Honeywell
HON
+$213K
5
TXN icon
Texas Instruments
TXN
+$208K

Top Sells

1
+$319K
2
+$234K
3
+$214K
4
SNPS icon
Synopsys
SNPS
+$214K
5
HPE icon
Hewlett Packard
HPE
+$197K

Sector Composition

1 Technology 16.03%
2 Financials 10.22%
3 Healthcare 9.17%
4 Industrials 7.26%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$286K 0.23%
7,525
127
$283K 0.23%
4,478
-74
128
$280K 0.22%
18,000
129
$274K 0.22%
1,645
130
$274K 0.22%
3,900
-830
131
$273K 0.22%
3,125
+275
132
$273K 0.22%
3,320
133
$271K 0.22%
2,850
-100
134
$269K 0.21%
1,865
+1
135
$267K 0.21%
8,350
136
$266K 0.21%
4,555
+6
137
$263K 0.21%
1,385
138
$260K 0.21%
14,190
+9
139
$255K 0.2%
12,140
140
$251K 0.2%
1,444
141
$248K 0.2%
4,625
142
$245K 0.2%
3,841
143
$243K 0.19%
2,255
-150
144
$243K 0.19%
8,000
145
$241K 0.19%
4,050
146
$239K 0.19%
2,990
147
$238K 0.19%
3,608
148
$237K 0.19%
2,075
149
$235K 0.19%
1,935
-1,395
150
$234K 0.19%
1,515
4 5
6
7 8